Place Orders with Requisitions

This topic describes how you can place an order by creating a requisition, using an example scenario. It describes searching for items, comparing them, adding items to a requisition, and submitting the requisition.

In this scenario, you want to order a laptop computer and a printer. You don't know the model number of the laptop your manager wants you to order, but you do know that it has a 14-inch screen. You must also choose a laser printer and order it.

Create a Requisition

1. From the Navigator, under Procurement, select Purchase Requisitions.

2. On the Requisitions page, observe the following:

   The Recent Requisitions section includes status information about your requisitions.

   You can find items by entering a term in the Search field and clicking Search. You can also browse for items by selecting a category under Shop By Category.

   You can click More tasks to access links to perform additional tasks. The tasks available to you depend on your privileges and can include:

   • Enter Requisition Line

   • Request Noncatalog Item

   • Update Preparer and Requester

   • Update Requisition Preferences

   • Request New Supplier

   • Cancel Requisition Lines in Spreadsheet

   You can also use links to manage your requisitions and shopping lists.

3. In the Search field enter: 14-inch laptop. Then click Search.

4. Items matching your search are displayed on the Search Results page.

   You can sort the items, view details of an item, compare items, and add items to your requisition. You can also maintain your personal shopping lists.

5. To browse additional items, you can also click Expand Categories and select a category.

6. Select a laptop computer, and add it to your requisition by clicking Add to Cart.

   The item is added to your Shopping Cart.

7. You want to order a printer as well. In the Search field enter: laser printer. Then click Search.

8. In the search results, select two of the laser printers for comparison.

   Items selected for comparison are displayed in the Compare Products tray at the bottom of the Search Results page.

9. Click Compare in the Compare Products tray to display the Compare Products page.

   The compared items and their attributes are displayed.

10. When you are finished comparing items, click Done. Then click Clear.

11. Add the printer you want to your requisition by clicking Add to Cart.

    The printer is added to your Shopping Cart.

12. In this scenario, you must provide a justification for your order, so click Shopping Cart, and then Review.

13. Requisition details are shown in the Edit Requisition page.

    From here you can alter the description of the requisition, change the quantity of items, or edit line details including delivery information, requested delivery dates, and billing information.

14. Enter your justification into the Justification field and click Submit to submit the requisition.

    This triggers the requisition approval and purchase order creation process.

15. On the Confirmation dialog box, you can note the requisition number, and view the PDF or save it for offline purposes. Then click OK to confirm.

16. To view the details of the requisition you created, from the Requisitions page click Manage Requisitions.

17. On the Manage Requisitions page you can search for the requisition and open it from the search results.