2.3_Simulation_Managing Requisition Cycle

Navigation: Main Menu > eProcurement > Manage Requisitions

Purpose: Use this simulation to practice navigating the Manage Requisitions page.

Steps:

1. After a requisition is saved, you can use the Manage Requisitions page to view a list of requisitions in various statuses.

    

   From this page, you can access other pages to perform other tasks, such as reviewing a requisition, editing or cancelling a requisition prior to it being sourced, review receipts, reviewing returns, and reviewing payments or credits.

   Step 1

2. The Search Requisitions section allows you to enter search critiera, such as requisition ID, dates, the requester, requisition name, purchase order number, and status,  so you can search for specific requisitions.

   Note: you will only be able to see your requisitions and those you have authorization to order for on their behalf

    

   In this example, you will narrow your search by entering a date range.

   Step 2

3. Click the Choose a date (Alt+5) button.

   Step 3

4. Click the button to the right of the Month field.

   Step 4

5. Click the June list item.

   Step 5

6. Click the desired date.

   Step 6

7. Click the Choose a date (Alt+5) button.

   Step 7

8. Click the desired date.

   Step 8

9. Once you have entered your search criteria click the Search button.

   Step 9

10. You can enter more search criteria to narrow your search and retrieve fewer results.

     

    Click the OK button.

    Step 10

11. The Status field displays the status across the entire procurement cycle, not just the requisition header status.

     

    Statuses include: Pending, Open, Approved, Denied, Canceled, PO(s) Completed, and Received.

     

    If the lines of a requisition are in various stages and the lines have different statuses, then the Status field displays the status See Lines.

    Step 11

12. Click the Expand Section button view the life span and line items of a requisition.

    Step 12

13. The Requisition Cycle section displays the business process flow for a requisition with links to various documents.

     

    Stages in the requisition cycle that are complete or are in progress are highlighted with active links. Click on an icon to open detailed pages.

     

    In this example, click on the Purchase Order icon to access the Purchase Order Inquiry page.

    Step 13

14. Click the vertical scrollbar to view additional screen information.

    Step 14

15. Click the appropriate Requisition ID link to view details of the requisition.

    Step 15

16. Use the Requisition Details page to view details about individual requisitions. This page displays line details, comments, attachments, pre-encumbrance balances, and encumbrance balances.

     

    If a purchase order was created for the requisition, then a section called PO Information will display.

    Step 16

17. Use the Source Status field to view the stage of the requisition line in the sourcing process.

     

    Values include: Not Sourced, Available, In Progress, Staged, Complete, and Error.

    Step 17

18. Click the vertical scrollbar to view additional screen information.

    Step 18

19. Click the Requisition Schedule and Distribution link.

    Step 19

20. Use the Requisition Schedule and Distribution page to view line details, schedules, and distribution information.

    Step 20

21. The Line section contains all of the line items in the requisition. To view the item's description, click the item name.

    Step 21

22. Click the Line link.

    Step 22

23. Click the Return to Previous Page link.

    Step 23

24. The Schedule section displays shipping information for the item, such as where the item is being shipped, when it's due, the quantity and the cost of the item.

    Step 24

25. The Distribution section displays information stored at the distribution line level of the requisition.

    Step 25

26. The Dist # displays the number that the system assigns to this distribution. The system uses this numbering to distinguish between multiple distributions for a single requisition line.

    Step 26

27. Distribution Statuses include: Open - the distribution line is open, Complete - the distribution line is closed, Processed - the distribution line has been processed and is unavailable for sourcing, and Canceled - the distribution has been canceled

    Step 27

28. The Dist Type displays the method by which the system allocates or charges an expense account distribution. Values include: Amt and Qty.

     

    Amt:The sum of all distribution amounts must equal the schedule amount (merchandise amount). Inventory items cannot be distributed by amount,

     

    Qty: The sum of all distribution quantities must equal the schedule quantity.

    Step 28

29. Click the More Details tab to view projects and activities.

    Step 29

30. Click the More Details 2 tab to view additional information.

    Step 30

31. Click the Asset Information tab to view asset information.

    Step 31

32. Click the Return to Manage Requisitions link.

    Step 32

33. Use the Select Action list to perform additional actions on a requisition. Select an option and click the Go button to perform the action.

     

    The options that appear for a requisition differ depending on the requisition's status.

    Step 33

34. Click the vertical scrollbar to view additional screen information.

    Step 34

35. Click the Create New Requisition link to access the Create Requisition page where you can add another requisition.

    Step 35

36. Click the Manage Receipts link.

    Step 36

37. Click the Return to Manage Requisitions link.

    Step 37

Congratulations! You have navigated the Manage Requisitions page.

Your final learning activity is to complete the course quiz.

Click finish below then go to course outline and select and select the Course Quiz.  Click the Start button to begin.

After completing the course quiz, your results will display. Exit the course upon completion.

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