Step 5: Saving a Requisition for the Approval Process
Purchase requisitions can either be
Saved - Most requisitions can be saved for completion at a later date. Requisitions over $2500 using Research Accounts must be entered in full prior to saving. These are put directly into the approval process for approval/rejection by either Research Services office. (Requisitioners are unable to access this research purchase order number for these requisitions. Once the requisition has gone through the entire approval process they will be notified via e'mail of the number.) Requisitions can be saved by clicking the SAVE button found in the top right corner of the form. Saved requisitions can be retreived via the LIST button. Please try and keep the number of incomplete requisitions to a minimum.
Sent - The SEND button in the top right corner of the form will submit the requisition into the approval process. A message will appear advising that no further changes can be made once the order is complete. Once "OK" has been clicked, NO FURTHER AMENDMENTS are allowed.
If a requisition requires modification once it has entered the approval process, the requisitioner must manually provide Purchasing Resources with the appropriate changes. Changes cannot be made to any research requisition over $2500. They may also manually cancel the requisition with Purchasing Resources and redo the process electronically, therefore receiving a new purchase order number.
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