TABLE OF CONTENTS
• Create a New Requisition
• Define the Requisition
• Add Items and/or Services
• Review and Submit the Requisition
• Requisition to Purchase Order Workflow
• Workflow Notification Emails
• Send the PO to the Vendor
• Documentation Responsibilities of Requester Department
• Send a Copy of the PO with backup to Accounts Payable
• Manage and Track Requisitions
• Copy an Existing Requisition
2
OPTION 1 - Requester-generated Shopping Cart:
• Access eShop Portal through “Create Requisition”
• Navigate eShop Portal
• Shop in a Vendor Punch-Out Catalog
• Check-out Cart and transfer to PeopleSoft
• Complete, Review and Submit the Requisition
OPTION 2 - Shopper-generated Shopping Cart:
• Access eShop Portal through “Create Requisition”
• Access “Action Items” on eShop Homepage
• Select Carts Assigned to You
• Transfer Cart to PeopleSoft
• Complete, Review and Submit the Requisition
• Log in to PeopleSoft
• Navigate to “Requisition” Page in PeopleSoft Menu
• Save Create Requisition as “Favorites” Link
Purchasing Policies and Procedures
• Navigate to “Manage Requisitions”
• Finding Your Purchase Order Number
• Create a Receipt
Glossary of Purchasing Terminology
Additional Resources
Standard, non-eShop Orders
eShop Orders Only Create Order Receipt* (Standard & eShop)
*a receipt is required for all goods (by Requisition)
before a payment voucher can be approved in
Accounts Payable. This is the responsibility of the
Requester.