Creating Purchase Requisitions and Receiving As of May 20, 2019 - - PowerPoint PPT Presentation

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Nov 28, 2023 163 likes •217 views

Creating Purchase Requisitions and Receiving As of May 20, 2019 Objectives Identify what a Purchase Requisition is and when you need one Set Default Requestor Preferences Create a new Purchase Requisition Manage and edit your

SLIDE 1

Creating Purchase Requisitions and Receiving

As of May 20, 2019

SLIDE 2

Objectives

Identify what a Purchase Requisition is and when you need one
Set Default Requestor Preferences
Create a new Purchase Requisition
Manage and edit your Purchase Requisitions
Create Change Order Request for a Purchase Order
Receive items/services and submit invoices
Related policy information
Resources that can help

SLIDE 3

Process Overview

Request items for

purchase that total $5,000 or more with any required forms

Exceptions do apply…

Purchase Requisition

Supplier is identified
Monies are

encumbered

Purchase Order

Items are received or

services are rendered

Document receiving in

ConnectCarolina

Receiving

Upload receipt/invoice
Payment is disbursed
Repeat Receiving until

all items of the PO or services are received

VISP

SLIDE 4

What We Have Covered

Identifying what a Purchase Requisition is and when you need one
Setting Default Requestor Preferences
Creating a new Purchase Requisition
Managing and editing your Purchase Requisitions
Creating a Change Order Request
Receiving and submitting invoices
Pointing out elements policy
Locating resources that can help