PURCHASE ORDER & REQUISITION PRINTING 9.1
Table of Contents
Overview
Print a Requisition
Print a Purchase Order
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Purchasing 9.1
Note
Print from Add/Update Req Page –
Open or Pending requisitions
Print Using Req Print Process –
Approved or Closed requisitions
Note
Print Using PO Print Process
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3
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PURCHASE ORDER & REQUISITION PRINTING 9.1
OVERVIEW
This manual will display steps necessary for departments to print purchase orders (POs) and
requisitions (Reqs).
There is no requirement for departments to print requisitions or purchase orders. All the
information remains in the system and is available for viewing while active and available for
limited viewing once closed.
When POs are printed by Purchasing Services, the form is an official, authorized document that
can be signed and mailed to the vendor.
The PO that is available to departments to print is marked as an unauthorized copy and is often
used for LPO (Limited Purchase Orders.) LPOs are usually phoned or emailed in to the vendor.
This copy may be acceptable to a vendor to verify a verbal order placed by the department. If it is
not, and the vendor requires a signed document, departments must notify their Purchasing Agent
and ask them to mail or email a copy to the vendor or use their PCard, if allowable, instead of an
LPO.
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PURCHASE ORDER & REQUISITION PRINTING 9.1
PRINT THE REQUISITION
PRINT ON THE ADD/UPDATE REQUISITION PAGE
Prior to full approval of the requisition, a user can print the requisition from the Add/Update requisition
page, immediately after the requisition is saved until the requisition is in Approved Status.
Navigate: Purchasing – Requisitions – Add/Update Requisitions
Click the “View Printable Version” link
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Click Refresh if no report is displayed
+
Click the Link under Description
Print (File – Print) or save the file for future reference.
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PRINT THE REQUISITION
PRINT ON THE PRINT REQUISITION PROCESS
To print a requisition that is not available on the Add/Update page, use the Requisition Print process.
Navigate: Purchasing – Requisitions – Reports – Print Requisition
Create a Run Control. This can be reused as needed.
Click the “Add a New Value” tab and create a name for the process.
Click the “Add” button.
The Language should default to “English” and be “Specified”
Enter the Purchasing Business unit and the Requisition Number. Alternatively, a date range can be
entered and a requester specified.
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PURCHASE ORDER & REQUISITION PRINTING 9.1
Click the “Select All” button when printing one requisition. When printing a range, the statuses can be
selected to view the requisitions in specific statuses.
Select “On Hold AND Not On Hold” for one requisition or choose one Hold status.
Click “Save” to save the run control for future use.
Click the “Run” button.
The Type should be “Web” and the Format “PDF”
Click the “OK” button
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Click on the “Report Manager” Link and then the “Administration” tab.
Click on the Description of the latest file
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PURCHASE ORDER & REQUISITION PRINTING 9.1
PRINT THE PURCHASE ORDER
Only an ‘Unauthorized’ copy of the Purchase Order is available to departments for printing. The
‘Official’ copy is printed in the Purchasing Office. If the PO is processed by a Purchasing Agent, the agent
will mail, fax or email the signed PO to the vendor upon request typed into a Requisition Header
Comment.
PRINT USING THE PO PRINT PROCESS
Create a Run Control that can be reused as needed.
Navigate: Purchasing – Purchase Orders – Review PO Information – Print POs
Click the “Add a New Value” tab. Create a run control id. This will now be available under “Find an
Existing Value”
Click Add.
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The language should default as English and Specified.
Enter the Business Unit in the first BU field
Enter the PO number in the PO ID field. Alternatively a range orders can be printed.
The Status can be left blank if printing 1 PO. Enter statuses if printing a range.
Miscellaneous options should be set up as in the example above.
Click the Run button.
The default type and format will be (None)
Click OK
Click Report Manager
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Click the Administration tab. Click the Refresh button periodically until the job appears and is
highlighted.
Click the job name.
Save or print file.
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