Managing Your Requisition
and Items
Manage Requisitions
The Manage Requisition feature of PeopleSoft provides you with the
ability to review, edit, approve, or cancel requisitions. You can view
requisitions in any status. You can only edit active requisitions that have
not been Saved and submitted to your buyer.
This presentation will show you how you can track your requisition and the items
you want to order through the beginning of the supply chain with the creation of
your requisition to the end with Central Receiving receiving your items.
Let’s go to
Manage
Requisitions!
You can do this by
clicking Main Menu
and following the
diagram to your
right.
This is your Manage
Requisitions window. As
you can see in the
picture, PeopleSoft
keeps track of all the
Requisitions you’ve
created.
From this page, you can perform tasks such as review requisition details, edit or cancel
requisitions, create a duplicate requisition, print requisitions, or create change requests. In
this demonstration, we will focus on the Status category as this will tell you the status of
the Requisition and items you want to order.
Stage 1 (Requester)
The first stage of status updates pertain to the status of your requisition from the
point of creation by you, the requester, to the approval of your requisition by the
purchasing department. You can view the different status updates for this stage
below.
Open
The requisition has been entered and saved but not yet submitted.
Pending
The requisition has been submitted and is awaiting approval.
Denied
The entire requisition or each requisition line has been denied in the approval process.
Canceled
The requisition was entered and saved but then the entire requisition was canceled.
Approved
The requisition has been approved and is ready for sourcing into a Purchase Order.
Stage 2 (Buyer)
The second stage of status updates pertain to the point when PeopleSoft has created a
Purchase Order from the requisition you created to when the Purchase Order has been
processed and sent to the vendor. You can view the different status updates for this
stage below
Once a purchase order has been created,
you can find the purchase order number
that is assigned to your requisition.
PO(s) Created
The requisition has been sourced to a PO that has been approved but not yet dispatched.
PO(s) Canceled
The requisition has been sourced to a PO that has been subsequently been canceled.
PO(s) Dispatched
The requisition has been sourced to a purchase order and the purchase order has been dispatched.
You can find your purchase order
number by clicking the triangle to
the left of the Requisition ID
Number.
Then click Purchase Orders
Purchase Order Number
Stage 3 (Receiving)
The third stage of status updates pertain to the status of your Purchase Order
with Central Receiving. You can view the two status updates for this stage below.
As you can see from the definitions of the statuses below, this stage means at
least one of your items has arrived in Central Receiving. The next slide will show
you how you can track your items and see if they have arrived.
Partially Received
The purchase order has been dispatched, and the goods have been partially received.
Received
The purchase order has been dispatched, and the goods have been fully received.
By clicking the
triangle, you will
see a list of all
the items in your
requisition.
A red X means
the item has not
arrived to Central
Receiving
A clear space and
received means
your item has
arrived in Central
Receiving and are
ready for pick up.
Review of the different status updates.
Open
The requisition has been entered and saved but not yet submitted.
Pending
The requisition has been submitted and is awaiting approval.
Denied
The entire requisition or each requisition line has been denied in the approval process.
Canceled
The requisition was entered and saved but then the entire requisition was canceled.
Approved
The requisition has been approved and is ready for sourcing into a Purchase Order.
PO(s) Created
The requisition has been sourced to a PO that has been approved but not yet dispatched.
PO(s) Canceled
The requisition has been sourced to a PO that has been subsequently been canceled.
PO(s) Dispatched
The requisition has been sourced to a purchase order and the purchase order has been dispatched.
Partially Received
The purchase order has been dispatched, and the goods have been partially received.
Received
The purchase order has been dispatched, and the goods have been fully received.
Once the status of an item says received, you are free to
pick them up in Central Receiving!