1. Texas Woman’s University
Procurement 202

2. Overview There are three main pages, or tabs
Shop – this is where you create your requisitions.
Requisitions – view information about all the requisitions you have created (i.e., status, order (PO) number)
Receiving – receive your orders here
Our focus today is on the Requisitions tab

3. Overview Additional functionality
Copy an existing requisition to create a new requisition
Cancel a requisition you no longer need
Change a requisition that you have already submitted
Complete a requisition that you started but didn’t finish
Search for other requisitions

4. TRAINING ACTIVITY

5. Copy a Requisition Select the appropriate requisition
Click “Copy To Cart”

6. Copy a Requisition Now you are at the Shopping Cart Checkout screen
Click Checkout

7. Copy a Requisition This takes you to the Requisition Information page
Change the Requisition Description field if desired
Make sure the Deliver-To Location is correct
Click “Edit Lines”

8. Copy a Requisition You can now update any information you need
Select a line and click “Update”

9. Copy a Requisition
Once the line is open you can change whatever you need
Description, quantity, price, supplier, etc.

10. Copy a Requisition
Be sure to check the charge account number is correct
Make your changes and click “Apply”

11. Copy a Requisition
Repeat the process for each line that needs to be changed
Make your changes and click “Apply”

12. Copy a Requisition
Now you are back at the Requisition Information page
Click “Next”

13. Copy a Requisition
Click on the link in the approval box(es) to be sure the requisition is going to the correct person(s)
If there are two approval boxes you will need two approvals

14. Copy a Requisition
All listed approvers will receive a Phoenix notification to approve the requisition. Only one person needs to approve. The other notifications get cancelled after approval.
If the correct approver is listed click “Return” to take you back to the Approvals page (see previous slide)

15. Copy a Requisition
If you only want one approver to receive the approval notification click “Back” to return to the Requisition Information page

16. Copy a Requisition
You can enter the approver name in both approver fields
Click “Next”

17. Copy a Requisition
Click the “TWU Approver” link in the box

18. Copy a Requisition Now there is only the one approver we entered
Click “Return” to go back to the Approvals page

19. Copy a Requisition You can add Justification notes to your approver
You can add notes to the buyer
You can also add your attachments here
Click “Next”

20. Copy a Requisition
Review your information for accuracy
Click “Submit”

21. Copy a Requisition Things to remember about approvers
ALWAYS check the approver box(es) prior to submitting the requisition
The system will generate the approver list based on the charge account used
All approvers listed in the box(es) will receive notification to approve but only ONE person per box is required to approve
If there are two Approver boxes you will need two approvals
You can “force” the system to send only to one approver
If the correct approver is not listed you need to contact the Budget Office to have the person added as an approver

22. Cancel a Requisition Select the appropriate requisition
Status can not be “Incomplete”
Click “Cancel Requisition”

23. Cancel a Requisition Select the lines you want to cancel
In this instance only line 1 will be cancelled
Click “Continue”

24. Cancel a Requisition Review the information for accuracy
Click “Back” to make any changes
Click “Submit “ if everything is correct

25. Change a Requisition Select the appropriate requisition Click “Change”
You will be asked if you want to continue
Click “Yes”

26. Change a Requisition This takes you to the Checkout page
Click “Checkout”
You will then be on the Requisition Information page
Refer to the section on copying a requisition if you need assistance on how to edit and complete the checkout process

27. Complete a Requisition
Select the desired requisition (status must be incomplete)
Click on “Complete”

28. Complete a Requisition
This takes you to the Checkout page
Click Checkout
This takes you to the Requisition Information page
Refer to section on copying a requisition if you need assistance on how to edit and complete the checkout process

29. Delete a Requisition Click on the link for the appropriate requisition
You can only delete a requisition with a status of “Incomplete”
You can cancel requisitions with all other statuses as long as nothing has been received or paid against it
Note: Click the link. You do not have to select

30. Delete a Requisition
Review the information to be sure you want to delete
Click “Delete”

31. Delete a Requisition
You will receive a warning message that the delete action cannot be undone
Click “Yes” if you want to delete
Your requisition will be deleted