Step

Creating a requisition includes the following main steps:

• Product definition
• Checkout

Responsible Party

Requester / Receiver

Template/Guideline

Explanatory Notes

Step

Product definition:

a) Update requisition preferences. To use defaults for all requisitions.
b) Search for items in the search bar, 
c) If product exists – Select Product (LTA’s) or Items.
d) If product does not exist define Product - UNSPSC
e) Search for items using Shop by Category, or
f) Create a request using “Request non-catalogue items” from “More Tasks”
g) Complete each line information: Description, category, quantity and amount.
h) Add to Cart.
i) Repeat step (e) and (f) for each line.
j) If a predefined product or LTA exists for the need, the Requester only enter the quantity and ‘Add to Cart’. 
k) For LTAs, the information will vary based on agreement. The idea is to provide enough information, including links to product sites, so the Requester can make the product selection.

Responsible Party

Requester / Receiver

Template/Guideline

Explanatory Notes

Step

​Checkout 

a) Click on the shopping cart icon and click Review.

b) Complete details for each line item: Delivery date, Asset use, Billing (COA).

c) Use ‘manage approvals’ to check who can approver and submit to send for approval.

Responsible Party

Requester / Receiver

Template/Guideline

Explanatory Notes

Step

Approval of the E-requisition

a) Project Manager reviews and approves the E-requisition.

b) Approver can alternatively also open the E-requisition and request additional information.

Responsible Party

Project Manager

Template/Guideline

Explanatory Notes