Requisition processing Creating a requisition Changing a requisition Canceling a requisition Approving requisitions Requisition reports Travel Vendor Lookup Query Entering a Travel Requisition Copying a Travel Requisition Approving a Travel Requisition Printing a Travel Requisition CMS Self-Paced Training quit

1.Search by “Name” that “begins with”: SAC8ALL_VENDOR_LOOKUP 2.Click Search. Before entering a Travel Requisition verify all outside vendors receiving an advance are in the VENDOR LOOKUP QUERY. If not included in the query, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. If vendor is included in the query and the VEN204 STATUS column does not say RECEIVED, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. Before entering a Travel Requisition verify all outside vendors receiving an advance are in the VENDOR LOOKUP QUERY. If not included in the query, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. If vendor is included in the query and the VEN204 STATUS column does not say RECEIVED, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. Vendor Lookup Query Reporting Tools > Query > Query viewer Step 1 Step 2 quit nextprev menu

1.Search by “Name” that “begins with”: SAC8ALL_VENDOR_LOOKUP 2.Click Search. 3.When the query appears in the search results, click Run. Vendor Lookup Query Reporting Tools > Query > Query viewer Before entering a Travel Requisition verify all outside vendors receiving an advance are in the VENDOR LOOKUP QUERY. If not included in the query, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. If vendor is included in the query and the VEN204 STATUS column does not say RECEIVED, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. Before entering a Travel Requisition verify all outside vendors receiving an advance are in the VENDOR LOOKUP QUERY. If not included in the query, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. If vendor is included in the query and the VEN204 STATUS column does not say RECEIVED, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. Step 3 nextprev menu quit

1.Search by “Name” that “begins with”: SAC8ALL_VENDOR_LOOKUP 2.Click Search. 3.When the query appears in the search results, click Run. 4.Enter a Short Vendor Name with a % sign before and after it. 5.Click “View Results.” Vendor Lookup Query Reporting Tools > Query > Query viewer Before entering a Travel Requisition verify all outside vendors receiving an advance are in the VENDOR LOOKUP QUERY. If not included in the query, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. If vendor is included in the query and the VEN204 STATUS column does not say RECEIVED, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. Before entering a Travel Requisition verify all outside vendors receiving an advance are in the VENDOR LOOKUP QUERY. If not included in the query, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. If vendor is included in the query and the VEN204 STATUS column does not say RECEIVED, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. Step 4 Step 5 nextprev menu quit

1.Search by “Name” that “begins with”: SAC8ALL_VENDOR_LOOKUP 2.Click Search. 3.When the query appears in the search results, click Run. 4.Enter a Short Vendor Name with a % sign before and after it. 5.Click “View Results.” 6.Once the results display, verify that the vendor has a 204 form on file (Status = Received). Note: No need to verify if the traveler is included in the query. Employees do not require 204 forms. Vendor Lookup Query Reporting Tools > Query > Query viewer Before entering a Travel Requisition verify all outside vendors receiving an advance are in the VENDOR LOOKUP QUERY. If not included in the query, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. If vendor is included in the query and the VEN204 STATUS column does not say RECEIVED, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. Before entering a Travel Requisition verify all outside vendors receiving an advance are in the VENDOR LOOKUP QUERY. If not included in the query, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. If vendor is included in the query and the VEN204 STATUS column does not say RECEIVED, have vendor complete a 204 form. Write the Travel Requisition number on the top of the form and forward it to the Accounts Payable office. Step 6 nextprev menu quit

Approving a Travel Requisition Purchasing > Requisitions > Maintain Requisitions Each travel requisition must be approved before it can be sourced to a travel purchase orders (PO). Only authorized users with the proper security may approve requisitions. Depending on your security profile, you may be able to approve travel requisitions, or a supervisor may need to approve them for you. Each travel requisition must be approved before it can be sourced to a travel purchase orders (PO). Only authorized users with the proper security may approve requisitions. Depending on your security profile, you may be able to approve travel requisitions, or a supervisor may need to approve them for you. 1.On the “Find an Existing Value” tab, select Business Unit: SACTV. 2.In the Requisition ID field, select “begins with” and key the requisition number in the field. 3.Click Search. Step 1 Step 2 Step 3 nextprev menu quit

Approving a Travel Requisition Purchasing > Requisitions > Maintain Requisitions Each travel requisition must be approved before it can be sourced to a travel purchase orders (PO). Only authorized users with the proper security may approve requisitions. Depending on your security profile, you may be able to approve travel requisitions, or a supervisor may need to approve them for you. Each travel requisition must be approved before it can be sourced to a travel purchase orders (PO). Only authorized users with the proper security may approve requisitions. Depending on your security profile, you may be able to approve travel requisitions, or a supervisor may need to approve them for you. 1.On the “Find an Existing Value” tab, select Business Unit: SACTV. 2.In the Requisition ID field, select “begins with” and key the requisition number in the field. 3.Click Search. 4.When the Form appears, click on the approval field:. 5.Click Save. Step 4 Step 5 nextprev menu quit

Approving a Travel Requisition Purchasing > Requisitions > Maintain Requisitions Each travel requisition must be approved before it can be sourced to a travel purchase orders (PO). Only authorized users with the proper security may approve requisitions. Depending on your security profile, you may be able to approve travel requisitions, or a supervisor may need to approve them for you. Each travel requisition must be approved before it can be sourced to a travel purchase orders (PO). Only authorized users with the proper security may approve requisitions. Depending on your security profile, you may be able to approve travel requisitions, or a supervisor may need to approve them for you. 1.On the “Find an Existing Value” tab, select Business Unit: SACTV. 2.In the Requisition ID field, select “begins with” and key the requisition number in the field. 3.Click Search. 4.When the Form appears, click on the approval field:. 5.Click Save. 6.Verify the status has changed to Approved. Notice also the approval check mark has turned grey instead of green. The requisition will be converted to a Travel Order and will be ready to be sourced after the nightly budget check process is complete. Step 6 nextprev menu quit

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