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BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 7 – TRACKING A REQUISITION 1
TRACKING A REQUISITION
AAUUTTHHOORRIIZZEEDD RREEQQUUEESSTTEERRSS AANNDD AAUUTTHHOORRIIZZEEDD AAPPPPRROOVVEERRSS CHAPTER 7
Bowie State University
September 2010
Chapter 7
BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 7 – TRACKING A REQUISITION 3
TRACKING A REQUISITION Overview
Throughout the entire Procurement Process, from Requisition Entry to Payment of the invoice for goods and/or services received, you can view the status of the requisition using the Manage Requisitions page.
Objectives
By the end of this chapter, you will be able to:
• Successfully view the status of a requisition.
• Successfully obtain the PO number for the corresponding requisition.
•
Chapter 7
BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 7 – TRACKING A REQUISITION 4
Monitoring the Requisition Lifespan
You need to view the details of an older requisition that was cancelled after partial receipt. You will use the Manage Requisitions page to track all requisitions, even those that have been completed. The Manage Requisitions page provides a place to search for requisitions that match specific criteria. When it is first displayed, by default it will list the requisitions that are in any status except complete that were created in the last seven days. If the requisition you want to review does not appear, you can search for requisitions by entering data in any of the fields found in the Search Requisition section. These fields include the following:
Business Unit Defaults to BSU, the only valid entry. Requisition Name The description you assigned when you
created the requisition. Requisition ID The ID number assigned by the system. Request Status The default status is All But Complete.
There are many other options you can select from the drop-down list.
Budget Status The budget status of the requisition(s) you
want to see. Date From The first requisition date to include in the
search. Date To The last requisition date to include in the
search. Requester The requester who submitted the
requisition. Entered by The person who entered the requisition if
not the Approved Requestor. PO ID The PO identifier assigned by the system, if
the requisition has already been turned into a purchase order.
Chapter 7
BOWIE STA
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Chapter 7
Chapter7
BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 7 – TRACKING A REQUISITION 6
Priority The priority assigned to the requisition. Pre-Encumbrance Balance
The balance before the encumbrance was subtracted.
Life Cycle graphic Displays the business process steps
displays icons for each step in the requisition lifespan. These include:
• Requisition • Approvals • Inventory • Purchase Orders • Change Request • Receiving • Returns • Invoice • Payment
Each icon will be hyperlinked to other documents, when the requisition reaches that stage in the lifespan.
Line Information The line information section lists each line in the requisition and provides information including:
• Line (number) • Description • Status of PO line • Price • Currency Code • Quantity • UOM (unit of measure) • Vendor • Cancel icon (click to cancel the line)
Chapter 7
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Chapter 7
Chapter7
BOWIE STAATE UNIVERSIT
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Chapter 7
Chapter7
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Chapter 7
Chapter7
BOWIE STA
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Chapter 7
Chapter7
BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 7 – TRACKING A REQUISITION 15
• Receiving Required indicator
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Click the OK button to return to the Purchase Order Inquiry page.
Click the Return to Manage Requisitions hyperlink to return to the search page.
Chapter 7
BOWIE STA
Trackin
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Chapter 7
Chapter7
BOWIE STA
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Chapter 7
Chapter7
BOWIE STA
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18
to
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Chapter 7
Chapter7
BOWIE STATE UNIVERSITY PEOPLESOFT CHAPTER 7 – TRACKING A REQUISITION 19
• Merchandise Amount
• PO Quantity
• Match Status PO
For each PO line, you can find the invoice information in the PO Voucher Lines section. The information displayed here includes the following:
• AP Unit = BSU
• Voucher – the number of the voucher to be paid
• Line – the number on the voucher
• Entry Status – the status of the invoice entry
• Matched Status – the status of the matching process
• Amount – the dollar amount of the line
• UOM
• Quantity – the matched amount recorded
• BU Recv – the business unit who received
• Receipt No – the receipt number recorded
• Receipt Line – the line on the receipt that includes this item
• Finalized Distribution
You can also review the PO Receiver Lines section to see the receiver information.
• BU Recv = BSU
• Receipt No
• Receipt Line
• Match Status
• Amount (dollar)
• UOM
• Received Quantity
• Accept Qty
Click Return to Manage Requisitions to view other information.
Chapter 7
BOWIE STA
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Chapter 7
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BOWIE STA
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BOWIE STAATE UNIVERSIT
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