Creating a requisition for electronic approval

  1. Visit the school website. Click onDepartments, Business and Financial, Staff Forms.
  2. Click on Requisition.pdf to open a blank copy of the form.
  3. In the bottom left hand corner of the form should be a red tag, near the box titled “Approval Signatures.” If you do not see this, you will need to contact Scott to download the correct version of Adobe for you.
  4. Fill in the information in the Vendor and Requisition Information boxes. If you start in the box labeled “name” you should be able to use the tab key to move from field to field as you complete them.
  5. Be sure to include yourself as the requester and don’t forget the date.
  6. You must enter something in the quantity, description, and unit price column for the form to work. When you tab out of the unit price column, the line total column should automatically compute the total for you.
  7. Add in freight, if needed.
  8. If you wish to add any comments you can use the box labeled Notes.
  9. Once you have completed the form, you will need to save a copy of it. Click on file, thensave as from the menu. Choose a location and a file name to save the requisition. If you get errors trying to save, you may need to contact Scott for the correct version of Adobe.
  10. Open your e-mail and start a new e-mail to Tim. Attach the requisition you just saved to the e-mail. Type a message if you wish and then send the e-mail.
  11. Once Tim receives the e-mail, he will review it and if he approves it, he will forward it to Sheree.
  12. Sheree will input the requisition into the accounting software. Once entered it will need approval from both Tammy and Don before a purchase order is created.
  13. You will be notified when the purchase order is created, so that you can purchase the products.