Requisition and Purchase Order Processing

Go to CORE/Delivery Address to make sure Delivery Address you want to use is checkmarked Active

Go to CORE/ Vendors to make sure Vendor is Active

Go to Transaction/ Requisition to create Requisition

Click +CREATE
Enter Requisition number (if left blank the system will auto assign)
Enter Date (System will default to current date if left blank)
Enter Vendor (NOTE: Vendor is not required; You may leave blank for multi-vendor requisition or if vendor will be assigned at PO level).
Enter a Description, deliver-by date and address, terms and attention if necessary.
Enter Requisition Item Information by clicking on '+'
- Enter Quantity, units (optional), description, unit price and account code.
- NOTE: use to Split Quantity and to Split Price
SAVE to post the requisition
X to exit out and take you back to the grid
To print, checkmark the Requisition(s) and click on Print Icon
Select output format and PRINT

Purchase Order converted from Requisition

Go to Transaction/ Requisition to Convert Requisition to Purchase Order

Checkmark the Requisition, Click on CONVERT
Enter Purchase Order Date (defaults to current date if left blank)
Enter PO number (system will auto assign if left blank)
POST
Conversion results box appears, click 'x close' after reviewing
When you return to the grid page, the Requisition will appear with a PO Number
Go to Transaction/Purchase Order and checkmark the PO and click on the Print Icon to Print Purchase Order
Select Output (PDF) PRINT for PDF copy of XML to be printed with third-party printing

OR

Purchase Order creation without Requisition

Go to Transaction/Purchase Order

NOTE: Amend/Edit/Clone or Invoice a Purchase order it can be done when viewing the Purchase Order.

FYI: Please reference the 'Payables Processing' guide to continue with the next step of the expenditure process (invoicing).