Entering a Purchase Requisition

Step 1:
Log into Oracle and click on Procurement. Click on Purchase Requisitions (cart icon).

Step 2:
Click on More Tasks and select Request Noncatalog Item.

Step 3:
Fields with an asterisk are required.
Category Name – There is a drop down list of values when you click on the magnifying glass and click search. The category you choose will default your account. You will be able to change the default, if needed.

If you know the supplier (and they are an existing supplier in our system), you can enter the Supplier Name (you can search for the supplier by clicking the magnifying glass by the supplier field).

If the supplier is new to Skidmore, you can check the new supplier box and enter the new supplier’s name.

Step 4:
When completed, click the Add to Cart button.

****If you would like to create a multi-line requisition, repeat the process. All items added to your cart will be submitted as one multi-line requisition.***

Step 5:
Click on your shopping cart and click review.

When you click review, Oracle will bring you to the edit requisition page. You can:

• Add any attachments you may have (quote, etc.)
• Change your Deliver to Location (this defaults to the requestor’s location)
• Change your charge account

Step 6:
Once you have reviewed the requisition for accuracy, click the Check Funds button. Budget check has been enabled in Oracle. When you click check funds, the system will confirm that there are sufficient remaining budget dollars (total Services & Supplies) to submit the requisition. A confirmation box will pop up. Click ok. If there are not sufficient budget dollars remaining, you will need to contact the Budget Office to request a budget adjustment.

Step 7:
When you pass Budget Check, click Submit. Your Requisition will now be routed for approval.