Creating Requsitions
Follow the instructions below to help you out. It's really not as scary as it looks.
Go to Skyward Employee Access from the school web page or click the button -------->
Select Financial Management
Select the arrow next to HOME to get to you Financial Management Section.
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 (*NEW*) Click here for more Information!
Adding Requisition Master Information - Initial Details
Check the Requisition group and account tied to the requisition to make sure it is correct.
Fiscal year, check to make sure the year is correct. Current Year: 2023-24, Next Year 2024-2024
Description: Add as much information here as needed, ex
Teacher Name
List supplies/equipment being purchased (examples: Peterson - 25 Chromebooks or Seeber - Classroom supplies)
Describe what it is being purchased for (class, subject, group, etc)
List any grants or special account the item would come out of.
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:
Shipping Information
Ship to: HS or Elementary
Attention: Person ordering/Your Name
Due Date: Today's Date for this year
For 24-25 year use 7/1/2024
Ship Date: Today's Date for this year
For 24-25 year use 8/1/2024 or earlier date if needed
Ship via: Leave Blank or best way
6. Choose Save and Add Detail (1 item + shipping) or Save and Add Mass Detail (2+ items and shipping)
Adding in Your Items
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. **
Quantity - Amount ordering
Unit of Measure
Each
Doz
Box
CS
Unit Cost: Cost of 1 item
Description - Be Thorough! Specify title, color and other preferences. If ordering online, include a link to the page.
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.
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.
Save!
Add Requisition Accounts. You will need to add accounts before your requisition can be submitted for approval.
Edit the Master copy to add or delete details.
Edit any lines of the requisition if you need to as well before you submit.
Click the check box next the the account you are using and click Save Account Distribution.
If you wish to spread the amounts between 2 accounts you can.
Choose each account.
On the bottom, choose the percentage to be applied to each account.
Save Account Distribution
Choose Submit for Approval or Finish Later. Your requisition will not be approved or recognized until you submit!
Once your school administrator approves your requisition you will get an email notification. All of your requisitions will be stored under Purchase Orders after approval.
