How to Create a Requisition

• Click Finance Self Service
• Click the Finance Center Tile
  
  
  
  
• Click on Add/Update Requisitions
• Click on Add a New Value tab then enter the Business Unit
• Click ADD
  
  

Creating a Requisition

1. Enter a Requisition Name – We recommend entering the Supplier name here
2. Enter the Approver – Use the Lookup to find your Approver
   
   

Add Attachment

1. Click the link Add Comments/Attachments – Attach a quote or supporting document
2. Select the Attach button to open the File Attachment navigation view
3. Select Browse-locate the attachment and choose file (PDF only)-click Open-select Upload
4. Use the View button to confirm the file is uploaded
5. Select OK

Enter the Line Detai

1. Enter the Description (details describing the Business purpose)
   • The arrow icon will display in a modal (pop-out) window
2. Enter the Quantity
3. Enter the UOM (Unit of Measure)**
4. Enter the Category**
5. Enter the Price per item

TIP: Select the icon Show all columns to expand the Line details to include Ship To/Due Date & Supplier Information

** Use the Lookup

Continue the Line Details

1.  Enter the Due Date (Goods or Services are expected to arrive/occur)
2. The Ship To location is defaulted to MAL-MAIN
   
   Note: The location can be changed in Defaults
3. Enter the Supplier. Use the Lookup icon to assist
4. Use the Schedule icon to open the Schedule (needed to access the Chartfields)

TIP: Use the PLUS icon to add a row

Continue to the Line Details

1. The OpenInvoice Approver defaults to the Requester
   • This field can be changed to another individual authorized to approve in OpenInvoice
2. Click on the Chartfields icon to open the Distribution
3. Enter your chartfields/chartstring and click OK to continue
   
   
   

 Completing the Requisition

1. Return to Main Page
2. Select the Save button
   • Requisition ID will change from NEXT to an ID number once saved
   • Example: 0000061222

Note: The Requisition cannot be saved until all required entries are populated

 Budget Check

1. Click the Budget Check icon (Before the Requisition can be submitted for approval a budget check must be completed)

Budget Status Valid = Successful completion

Submit For Approval

1. Click the Submit for Approval icon, once the Budget Check is Valid and the Status is Open
   • The Status changes to Pending
   • The approver will now see the Requisition in their workflow

Note: The approver will receive an email notification

Last Updated: 11/22/2021