Creating Requsitions

Follow the instructions below to help you out. It's really not as scary as it looks. 

3. Go to Purchasing, then Requisitions

4. To Add a New Requisition, click Add on the Right

            OR

     5. Clone from Purchase Order.

            OR 

        6. Order from ONLINE CATALOG  Click here for more Information! 

Adding Requisition Master Information - Initial Details

• 1. Check the Requisition group and account tied to the requisition to make sure it is correct.

  2. Fiscal year, check to make sure the year is correct. Current Year: 2024-25, Next Year 2025-2026

  3. Description: Add as much information here as needed, ex

     1. Teacher Name

     2. List supplies/equipment being purchased (examples: Peterson - 25 Chromebooks or Seeber -  Classroom supplies)

     3. Describe what it is being purchased for (class, subject, group, etc)

     4. List any grants or special account the item would come out of.

  4. Vendor: Select vendor by beginning to type the name of the company. If your vendor is not listed, email Diane Ashbeck with the vendor name, address and contact phone/fax numbers. If your Vendor has an ONLINE CATALOG, see below:

  5. Shipping Information

Adding in Your Items

1. Catalog: Place item #, Sku or manufacturer's number in this area.  **If you have a quote, you can add the full quote amount as 1 item and attach the quote to the requisition using the ATTACHMENT tab in the upper right. Put "Fill Attached Quote" in the detail line. **

2. Quantity - Amount ordering

   1. Unit of Measure

      1. Each

      2. Doz

      3. Box

      4. CS

   2. Unit Cost: Cost of 1 item

   3. Description - Be Thorough! Specify title, color and other preferences. If ordering online, include a link to the page.

   4. Continue steps 1-5 for any other items being ordered from this vendor. To add additional lines, click the add line button on the right.

• 1. SHIPPING - Always add a line for shipping. Place the items in an online shopping cart or estimate the shipping cost of your order. If its FREE SHIPPING, add a line for Free Shipping with a total of $0.00. Tax is NOT included, the school is tax exempt. If it is a larger item: bookshelf, cabinet, furniture, etc., please call and get a quote that includes shipping. Sometimes you will even get a discount on your item by doing this. Attach your quote with your order.

• 1. Save!

  2. Add Requisition Accounts. You will need to add accounts before your requisition can be submitted for approval. 

  3. Edit the Master copy to add or delete details.

  4. Edit any lines of the requisition if you need to as well before you submit.