University of Houston
Requisition Workflow
Topics Covered
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Business Unit Selection
Choosing a Buyer
Budget Check FIRST!!
Security Roles for Creators and Approvers
Choose the correct Approval Path
Attaching/uploading backup documents
Some Requisition Reminders
Demonstration of Requisition Data Entry
Choose the Correct Business Unit
Choose the correct BU when you create the
requisition:
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00730 or 00783 - regular Main campus
requisitions to Purchasing
CN730 or CN783 - regular “K” contracts over
$10,000
RC730 or RC783 - all research service “R”
contracts, regardless of dollar amount
Choose the Correct Buyer for Requisitions to
Purchasing (00730/00783)
Carla West- 35661
Tony Carpenter- 35656
Architecture
Athletics
Academic Affairs
Hilton College
Student Affairs
Information Technology
Business
NSM
Engineering
Pharmacy
Social Work
Technology
Advancement
Law
Research Division
Trish Erndt- 35669
CLASS
Library
Education
Chancellor/President
Honors
Administration/Finance
Optometry
Choose the Correct Buyer for “R” and
“K” Contracts
 Buyers for research service “R” contracts
(RC730/RC783) will be split as follows:
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Tammy Jennings (x39235) – Buyer for College of
Education
Doretha Kahley (x39222) – Buyer for all other
colleges/divisions
Debborah Dowell (x39232) – Contact for questions about
“R” contracts
 The Buyer for regular “K” contracts (CN730/CN783) is
Benita Jackson (x35666).
Budget Check FIRST!
When processing a requisition
in workflow you must Budget
Check before you can
Approve the requisition.
Security Roles for Department
Creators and Approvers
 Creator or initiator creates the Requisition
and initiates the request into workflow
 Department Approver receives the
Requisition into Work list, approves or denies.
Department approvers may also create
Requisitions.
 Purchasing will be the final approver for
requisitions.
Choose the Correct Approval
Path
1.
Dept/Coll/Div – Purchasing
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Requisitions that do not need Research or OCG approval
“R” and “K” contracts
2. Dept/Coll/Div - Research HEAF – Purchasing
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Purchases using a fund 1043 (Research HEAF)
3. Dept/Coll/Div - OCG – Purchasing
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Purchase of equipment in the last six (6) months of a grant
Upload Backup Documents to
Requisition
All backup documents must be uploaded to the
requisition.
 Regular Requisitions – vendor quotes, sole
source requests, and/or UH forms required
 “R” and “K” contracts – contract signed by all
parties
Some Requisition Reminders
(1 of 4)
 In general, all purchases greater than $5,000
must be placed on a requisition. See MAPP
4.01.01 for exceptions.
 The following items must be placed on
requisition regardless of amount:
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Equipment lease or maintenance agreements
Vehicle lease or purchase
Some Requisition Reminders
(2 of 4)
 The following items must be placed on a
requisition regardless of amount and require
pre-approval using Addendum B
(www.uh.edu/purchasing):
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Radioactive materials
Controlled substances
X-Ray machines
Class 3b and 4 lasers
Biological safety cabinets
Animals
Some Requisition Reminders
(3 of 4)
 Purchases over $100,000 require pre-approval
with Addendum C (www.uh.edu/purchasing)
 If only one vendor can provide the items
requested, a Justification for Proprietary (Sole
Source) Acquisition (www.uh.edu/purchasing) must be
included with the requisition.
Some Requisition Reminders
(4 of 4)
 All Dell and Apple Computer quotes, regardless
of amount, must be placed on a requisition.
Purchasing will issue a PO to CougarByte (HUB
vendor). Accounts Payable will process the
payment for the department.
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Exception: Departments may use P-Cards to
purchase products from Dell or Apple directly, if
needed, but will not receive HUB credit.
Demonstration
The following is a
demonstration of how to enter
a requisition into workflow.