How to Create an Official Function Requisition

Official Function on Requisition

Requisitioning Official Functions

• This is if you need a purchase order created, not to be on Pcard.

1. Search for and select the Create Requisition task.

2. Review and edit your requisition details by clicking the Edit Details button.

3. Put in Official Function as Requisition Type. This is very important as it will trigger the required questionnaire.

4.Select OK.

5. Click the Request Non-Catalog Item option.

6. In the Request Non-Catalog Item section, enter the request type, description, Spend Category, Supplier, Quantity, and price.

8. Click Add to Cart.

9. Once all items are loaded to the cart click the cart icon on the top right.

11.Select Checkout.

12. Review the requisition information, then select Submit.

13. A Complete Questionnaire will arrive in your Workday My Task.

14. Enter detailed description, date, event time, event location, attendee names. Attach the quote in the attachment field. 

15. Click Submit. 

You can also create a requisition by going through the Menu and it looks slightly different. 

1. Click Menu in the top left corner, go down to where you have Requisition in your App Menu.

2. This will take you to a Requisitions screen. You will want to click the Edit Details button in the Requisition Details Box.

3. Make sure you change the Requisition Type to Official Function and put in the correct Cost Center and Worktags. Then click Save Changes.

4. This will take you back to the Requisition Screen where you will now select Start Requisition.

5. Change your Request Type to Service on the Non-Catalog Request screen and fill in the description and other fields. Once this is filled in, with adequate details as this will be what the vendor sees, click the Add to Cart button.

6. Go into the My Cart, on the top righthand of the screen and click Checkout.

7. Attach any quote you have under the Attachments and click Submit.

8. The Complete Event Details Questionnaire will be in your My Task to complete. Fill this out in detail attaching agenda, an event flyer and list of attendees. Then click Submit.

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Functional Office Contact for this Page

Kristin Young-Jaramillo

719-587-7526

kristinyoung@adams.edu