Create a New Requisition

Requisitions are purchase orders that have not yet been approved; all Purchase Orders (POs) start as Requisitions.

Click on the PO/REQ tab.

Click the New button at the top left corner.
Enter the vendor number or click the question mark to open the Lookup List.

Filter by entering the first few characters of the vendor’s name or number in the *Enter Text to search for* box.

Highlight the vendor you want then click OK.

You can add a new vendor by clicking Add New Vendor, if necessary.

Select the SHIP TO address to select from a list of addresses or leave blank to use the default shipping address.
Complete the Requisition Form (Account #, Quantity, etc.).
You will need to fill in the Contract and/or Project Number to see the purchase order on contract/project reports.
Click Save.

**When a requisition is saved, it can then be approved and made into a Purchase Order. There are a variety of approval levels available up to and including approval by the purchasing agent and finally certification of funds to convert the requisition to a purchase order.**