Requisitions - Create Requisition (Launch Page)

The Create Requisition page is the launching point for creating a new requisition. To Create a requisition you will need the Role Based Security permission ‘Create Requisition’

To navigate to the Create Requisition page click on Finance > Requisitions & Purchasing > Requisition (New)

From the Create Requisitions page you may do the following:

1. Select a Catalogue from the dropdown list to navigate to the catalogue item list page where you can make selections to add to your Cart or Wish List

2. Select an existing Wish List from the dropdown list to navigate to the Wish List page where you can choose to modify the items or move or copy items to the Cart

3. Select a previously saved Cart from the dropdown list to navigate to the Cart where you can choose to modify the items or proceed to Checkout items

4. Perform a search that includes multiple catalogues to find specific items.

5. Requisition Non-Catalogue items, by searching for and selecting an existing vendor, or if the vendor is not known, select the vendor non known button to proceed to a page where you can add non-catalogue items

Multiple Catalogue Search

The multiple catalogue search allows for the entering of criteria to find associated items across all catalogues.

Search filter dropdown - clicking on the dropdown will display a list of possible search filters. By default the selected filter is by Title. Selecting a search filter and then entering a keyword and clicking the enter key on the keyboard will filter the data and display the search results in the grid. Note that the options that display in the search filter list are dependent on the catalogue type (LRS or Other).

Once the search results are displayed, you can click on the catalogue name that you want to work with and you will be redirected to the Browse Catalogue page with the items matching the search criteria displayed.

Advanced Search

To perform an advanced search, click on the advanced search icon which will open the Advanced Search popup. The search fields that display are dependent on the Catalogue Type (LRS or Other as defined in Catalogue Maintenance). Enter criteria and then click Search which will close the popup and return you to the Create Requisition page where the filter will be applied and matching items listed.

• Clear button - The Clear button when selected will clear data from all fields within the search popup

• Cancel button -  The Cancel button will disregard any search criteria entered, and the popup will close.  The search results grid will not be updated.

• Search button - The Search button will close the popup and update the grid with the search results based on criteria entered.

Advanced filter Icon - hovering over the icon will display the current filtering that has been applied if exists, otherwise will say that no filters have been selected.

Clear filter Icon - hovering over the icon will display the text 'Clear all filters'.  Clicking on the icon will clear all filters (including the quick filtering and the filtering in the advanced search).

Question Mark/Help Icon: Hovering over or clicking on the question mark will display the search tips to help you.

Requisition Non-Catalogue Items

When you need to create a requisition for items not associated to an uploaded catalogue, if the vendor is known, type a portion of the vendor name and the dropdown list will filter to display a list of matching vendors. To help select the right vendor, additional information is displayed including the vendor number, type code, and vendor address.

Clicking a vendor will open the Shopping Cart page for the non-catalogue vendor.

If the vendor is not known, then click the ‘Vendor Not Known’ hyperlink to navigate to the unknown vendor shopping cart where you can add items to the requisition

Refer to help documentation for the next steps to create a requisition for catalogue items

Refer to help documentation for the next steps to create a requisition for non-catalogue items