Viewing the status of a requisition

You can search for and list your requisitions using filter options and navigation tools. If you belong to the purchasing role, you can view all requisitions.

To view the status of a requisition:

1. On the Requisitions menu, click Requisition Status. The Report Options open with the Filter Options tab selected. Select from the filter options available.

If the setting is enabled at your institution, your username may be inserted into the Created By filter. Click Clear Filter Options if you want to remove it.

2. Select at least one filter option and click Execute Report. Filter Options on the Status Requisition page

   • Specific Requisition: Type the requisition number or part of it.
   • Created By: Type the User ID or search for the person who created the requisition.  Depending on your institution settings, this field may automatically have your username inserted.
   • Approval Queue: Type the name of the person you sent the requisition to for approval
   • Suggested Vendor: Type the name of a vendor you have suggested that does not have a Vendor ID.
   • Posted: Select Yes if the requisition has been posted; No if it hasn't.
   • PO: Select Yes if the requisition has a purchase order; No if it doesn't.
   • Cancelled: Select Yes if the requisition has been cancelled; No if it hasn't.
   • Required Date: Select a date from the calendar and an operator from the list.
   • Activity Date: Select a date from the calendar and an operator from the list.
   • FUND: Search for a Fund.
   • ORGN: Search for an Organization.
   • ACCT: Search for an Account.

3. In these columns, you can do the following:

4. Req ID: Click the number to save or open and print the requisition in PDF format.

5. Favorite: Click the to choose this Web Req as a "favorite" - you can then apply the "Favorite" Filter Option to locate your tagged Web Reqs quickly and easily!

6. Notes: Click to read and/or edit requisition specific notes; a red asterisk * next to the icon indicates a note is attached to the requisition.

7. Attach: Click to view or attach files to a requisition; a red asterisk * next to the icon indicates a file is attached to the requisition.

8. PO: Click the check mark to view a list of purchase order numbers attached to a requisition, with the option to open a PDF of the PO .

9. Approval Queue: If the name is a blue hyperlink, you can click the name to change the approver for a submitted requisition. You cannot change the approver if the requisition has previously been sent to purchasing, then sent back to the user and cancelled.

10. Copy: Click to copy an existing requisition. If this is a Cancelled requisition, you cannot copy it.

Related topics

• Creating a new requisition

• Printing a requisition

• About Filter Options

• Custom column filters

• About Graphs

• Viewing the status of requisitions sent to Purchasing