DCATS 210/567/0180

Quick Steps: How to Process a Requisition

In generating a requisition, whether it is a Basic, General Stores or Pre-Travel (RTA)Requisition, the below sequence of events must occur to insure a complete requisition.

Fill out Header tab

Fill out Line Details tab

Fill out Edits/Comments tab

  1. Run an Edit Check
  2. Run a Budget Check

Notify your approvers (Administrator and Project Manager Approver)

Once signed into the Portal, select:

HSC Business Applications  Financials  Requisition Items  Add a Requisition

Step 1

Fill out the entire Header Tab

Step 2

Fill out theLine Details Tab. Enter the items you will be ordering or need to reimburse and employee for an RTA

  • If this is a Travel Requisition, proceed to the Travel Tab, and fill in the information needed.
  • To access the Travel Tab, you must have at least 1 TRXXX row in your Line Details Tab. Having a TRXXX Category ID will make available to Travel Tab pushbutton

Step 3

Proceed to the Edits/Comments Tab

  • If you have additional comments/STD Comments/Memos to insert, insert in this tab.
  • Select.
  • Say to the below message that appears. You should now be assigned a Requisition ID
  • Uncheck the Hold From Further Processing
  • Click again
  • Click the Process Edits pushbutton 1 time.
  • Say to the Warning that appears.
  • Click the refresh pushbutton until you receive a ‘Y’ in the Post Document status
  • Once the Post Document shows a ‘Y’ click the Budget Check pushbutton (you should only have to click 1x)
  • Once the Budget Check sates “Valid” AND the Budget Check Count is greater than 0 you may notify your Approvers

Step 4

To notify your Administrator and Project Manager Approver:

Administrator

  • Select the Administrator Approver link in the Menu to the left
  • Locate your Requisition (if you just finished a Req and went directly to Administrator Approver link, your Req will automatically populate on the screen)
  • Approval Action should be set to Approve
  • Approved by should be your Administrator
  • Make any necessary comments
  • Click

Project Manager

  • Select the Project Manager Approver link in the Menu, locate your Req
  • Approval Action should be set to Approve
  • Approved by should be your Project Manager
  • Make any necessary comments
  • Click

You have now completed generating a requisition and sending notice to both Approvers.

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