How to create a requisition and obtain approvals in ISIS

CCS Procurement Workflow School Treasurer or Administrative Assistant Level #1 Approval Creates requisitions in ISIS Notifies supervisor of requisitions needing 2nd approval Tracks Purchase Order Principal or Director Level #2 Approval 2nd approver of requisitions in ISIS Verifies that information on requisition is correct, complete, and funds are available Purchasing Agent Level #5 Approval Converts requisition into a Purchase Order Sends Purchase Order to vendor Finance Director Level #4 Approval 4th approver of requisitions in ISIS 3rd verification that requisition is complete, correct, and funds are available Notifies Purchasing agent that requisition can now be turned into a Purchase Order Program Director Level #3 Approval 3rd approver of requisitions in ISIS Optional Level based on specific programs (i.e. Title I) Ensure requisition meets program standards

Instructions for creating and initial approval of requisitions

Step 1: Choose Fund Management, enter your username & password, and click Sign In.

Step 2: Click on the Purchasing Menu.

Step 3: Click on New Requisition.

Step 4: Click on the down arrow box and select the vendor or use the Search feature to find the vendor by name. The Location and Order Address should populate if there is only 1 location; otherwise you must select a location by clicking on the down arrow.

Step 5: Click on the down arrow box and select the location Step 5: Click on the down arrow box and select the location. Depending on your access rights, it may be already populated.

Step 6: Type any additional information you wish to see in this area Step 6: Type any additional information you wish to see in this area. (This step is optional.)

Step 7: Click Next.

Step 8: Complete the highlighted section below with all known information. The Tax box will automatically populate depending on whether Good or Service is chosen Click the Add button below and repeat Step 8 for additional line items.

Step 9: Click “Next” when finished adding all line items.

Step 10: Review information then click “Approve”.

Step 11: Click “Ok”.

Step 12: Click “Save”, then “Close”.

The Requisition screen closes and it is time to notify the supervisor that a requisition needs their approval. Requisitions will not be approved by the Finance Director until the supervisor has approved them!!!

Instructions for approving requisitions by the supervisor

Step 1: Choose Fund Management, enter your username & password, and click Sign In.

Step 2: Click on the Purchasing Menu.

Step 3: Click on Manage Requisitions.

Step 4: Click on the “Refresh” button.

Step 5: Click the box(es) of the requisition(s) needing supervisor approval.

Step 6: Click “Approve”.

Step 7: Click “Yes”.

Step 8: Click “Ok”.

Step 9: Click “Close”.

The Requisition screen closes and the school or department approval process is complete. If the requisitions need urgent processing then please email the Finance Director!!!