1. Introduction & overview
Requisitions
Certification Program

2. Certification Program
PPS - Requisitions
Why do you complete a requisition.
There are two ways to complete a requisition.
Banner Admin and SSB
Each has its cheerleaders!
SSB cannot be used if there are more than one funding source
SSB -
Banner Admin -
Certification Program

3. Certification Program
PPS – SSB Requisitions
SSB
Log into AU Access
Select Finance Tab
Select SSB Circle
Select Requisition
Enter Vendor ID and Validate
Enter Requestor Information
Click on Document Text and Enter Information
Enter Commodity Description, U/M, Quantity, Unit Price and any Discounts (Note – this is total discount not individual)
Verify Calculated Commodity Amounts
Enter Financial Information
Validate and Complete
Certification Program

4. Certification Program
PPS – SSB Requisitions
Once this information has been completed (Print Copy)
with copy of quote
You will receive confirmation once the Purchase Order has been issued
Helpful Hints
Different Folders for Requisitions and PO’s
Haven’t heard anything check View Document in SSB – Finance Tab in PPS to verify that all approvals have been completed.
Follow Through with PPS if needed (Tonya Hollis and Cynthia Caldwell Jackson
Follow up with PI or others as necessary
Certification Program

5. Certification Program
SSB - Requisitions
Each Dean, Director, or Department Head may serve as the Accountable Officer or may delegate that responsibility to a full-time staff member.
The Accountable Officer is responsible for seeing that University equipment is acquired, inventoried, accounted for and ultimately disposed of according to University policy and procedures.
Each AU department is responsible for all property or equipment that is in its custody.
Certification Program

6. Certification Program
PPS Requisitions
Once an “Equipment” Purchase has been made (Over 5K), It must be tagged by Property Services. If the equipment is not on campus – it may be tagged on site.
If a purchase via requisition/purchase order and the invoice that was received is different – a change must be made via Purchase Change Order. (
Fill out information with Signatures and submit to (Tonya Hollis) to be routed to the right buyer.
Once the order has been received, invoiced, and paid
Close Purchase Order by sending to Requisition via Tonya Hollis.
Certification Program

7. Certification Program
CONTACTS
Purchasing Procurement Services (Requisition)
Main Number
Cynthia Caldwell Jackson
Tonya Hollis
Antisha Felton
Fax
Strategic Sourcing Analysts (Buyers)
Beth Owen
John Corgill
Matt Pike
Certification Program