Requisitions
- Jeremiah Macht
Complete a requisition to begin your order. You will need to add either Goods or a Service to your requisition. First you must decide weather you will start with either a Catalog or Non-Catalog good or service.
Complete the required and optional fields prior to placing your order. You can also review the workflow approvers in the status sidebar under the What’s Next? section. Once all approvals have been completed the requisition will turn into a purchase order.
Examples of required fields include:
KFS Accounting Codes
Commodity Codes
Shipping Address
Examples of optional fields include:
Contracts
Optional Requisition (PR) and Invoice Approvers
Notes and Attachments
If you need to make changes to information on your form such as quantity or amount, make your change by clicking on the form name link on the line you need to change. Make your change, click save and be sure to click the Return to Requisition link in the top left of the form.
The Cart Management Screen is an often overlooked feature that can really assist you in managing your requisitions. Especially when a requisition gets returned. If you are unsure why your requisition was returned, view the History tab and view the Notes column.