Select My Purchase Requisitions from the My AptaFund menu, and the My Purchase Requisitions window opens.
Click the Add button, and the Add Purchase Requisition window opens.
Complete the fields as described. Required fields are marked with a red asterisk (*).
Requisitioner: Displays logged in user's name.
Ship To: If needed, select the location from the pull-down list. This location is printed on the PO created from the requisition, and the locations are set up in Purchasing Configuration. Note: If only one location is designated in Purchasing Configuration, this field will be read-only.
PR Type: The default based on the setting in Purchasing Configuration can be changed here. Select from Regular, Dollar, and Blanket. Note: Additional types — Replenishment, and Warehouse — are available if your district is using the Warehouse module. Click here for descriptions of the different types.
Suggested Vendor: Select from the list of enabled vendors. Click here for information on using an eCommerce vendor, or click here for information on using the Amazon eCommerce vendor.
Department: Defaults to the department listed for the selected employee in Manage Employees, if any. If no department is listed, enter a department name as desired.
Required Date: Enter the latest date that the goods or services may be delivered
Comments: Enter text as desired. When a purchase requisition is rejected, the rejection reason is recorded in this field. When a purchase requisition is approved, the approval comments are recorded in this field.
Terms: Defaults to the information in Vendor Management, but may be edited. Entries in this field are not used in any calculations.
Quote No: Required if the amount of this PR will exceed the maximum threshold set in Purchasing Configuration.
Quote Notes: Optional. Enter information about quotes or bids.
Warehouse: Select from the list, if using the Warehouse module.
Click Save. The PR receives a number, and the Requested Items tab is displayed.
You're now ready to add items to the requisition. Click here for instructions.
Go to Add Items to a Requisition
Return to My Purchase Requisitions Overview
Return to Purchase Requisitions Overview
Return to Purchasing Overview