Creating a Purchase Requisition

1) Open Shortcode List https://www.umflint.edu/financialservices

Search the Shortcode in Excel file to match Fund, Dept. ID, Class, and Program

2) eProcurement > Requisition

3) Requisition Settings

4) Enter the requester uniqname in CAPS then Tab > Change Default Options to Override > Enter

supplier name > make sure the address is correct > Enter the Category > Ship to 1001633 > Type

the requester name in Attention> Enter the Shortcode in the SpeedChart > OK

5) Click Special Requests

6) Type the invoice number and a brief description for what the invoice is for. If you have quote,

then enter the product description > enter the price > enter the quantity > check send to vendor

box > Add to Cart > Checkout

7) Type the SpeedChart

7) Dispatch Method: “Phone” for all purchase orders with invoices, or if you will be calling the

order. If the requisition is not an invoice, leave the dispatch clear. The supplier will receive the

order by their most preferred method.

8) Write down the Requisition ID number in top of the purchase Requisition > Check the status >

Check Budget