Transcript Requisitions & Purchase Orders

Texas Skyward User Group Conference
Purchasing Requisitions &
Purchase Orders
Lucia Cieszlak
Purchasing Requisitions & POs
This session focuses on the actual process of entering requisitions and purchase orders. The
approval process, applicable notifications, and e-commerce will be discussed.
•
Requisition Entry
•
Ecommerce Requisition Entry
•
Approval Process
•
Notifications
REQUISITION ENTRY
Go to Skyward Web. Financial
Management\Purchasing\Requisitions.
Click on Requisition.
REQUISITION ENTRY
Click on Add.
REQUISITION ENTRY
Select the correct group.
Create a short description for reference.
Description does not print on PO.
Select a vendor.
Select Bid information.
REQUISITION ENTRY
Save and Add detail.
REQUISITION ENTRY
Select Merchandise :
Entry requisition detail (quantity, unit of measure,
unit cost, description (to be printed on PO).
Select Narrative:
For description only (no quantity, unit of measure
or unit price).
REQUISITION ENTRY
Add requisition accounts and save account
distribution.
Submit for approval.
Approval levels will be created at system
implementation.
Normally there will be at least two levels:
1. Budget owner
2. Purchasing
ECOMMERCE REQUISITION ENTRY
Click Add from Online Catalog
ECOMMERCE REQUISITION ENTRY
Click on image of selected vendor.
Enter requisition information.
Click Save and Add detail
You will be taken to the vendor website.
Navigate through the site to select items.
When all items have been selected, Proceed to
Cart.
You will now be back in Skyward.
Add Requisition Accounts and submit for
approval.
APPROVALS
Under Financial Management / Purchasing /
Configuration, you can create approvers.
Click on Requisition/Purchase Order Groups.
APPROVALS
Highlight the Group you want to add the
approver.
APPROVALS
Click on Add Approvers
APPROVALS
Add approver name and save.
APPROVALS
When requisitions are ready for your approval
they will show up in your queue.
Click on the Approve button.
APPROVALS
You have the option to approve or deny the
requisition. You can add a note that will stay as
a permanent record in the PO.
NOTIFICATIONS
Email notifications can be set-up in the system.
Go to Purchasing / Setup / Configurations.
NOTIFICATIONS
Email Notify Options to requisitioner:
1. When requisition is approved
2. When requisition is denied
3. When requisition is flagged as pending
approval
4. When items in the PO are received ??
Email Notify Options to approver:
1. Summary of requisitions awaiting approval
2. When requisition is denied
Texas Skyward User Group Conference
THANK YOU FOR ATTENDING!