Web Requisition Form Instructions
As
you open the requisition form from the website, a unique requisition number is
assigned. Because of this, each new
requisition to be submitted to Purchasing must be opened from the website.
Do
not save requisitions and reuse the same number on multiple orders.
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To
access the new, online requisition form, click the 'Forms' link at the left
on this page. Click the
‘Requisition Form’ link in the middle of the page to open the form.
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On the left side of the
header, click on the link that says ‘Click here
for Requisition No….’. A
new page will open with the requisition number.
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Click on the back arrow to
return to the requisition and type the assigned number into the shaded field
to the right of the link.
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Complete the Requisition on-line
by tabbing through the fields, or print the form and write or type
into the form. For complete instructions in filling out a requisition,
please refer to the Purchasing
Services Manual.
We have two new fields on
this requisition after the description of line items:
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'Inst
Y/N' asks if this line item is instructional or not. If it is
instructional, enter 'Y'. If not, enter 'N'.
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'Acct.'
indicates the account that should be applied to this line item from the
list of accounts entered at the top of the form. At the left of the
'Account Number' field, each line has a number, 1 through 4. If you
need to attach a list of accounts, be sure to number them so the account
number can be indicated on each line item.
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To print the form, select File, Print. On the print
dialog box under Print Range, select 'Pages' and type in the range 1 to
1. If you print all you will get a second sheet with the assigned
requisition number. Print one copy to be submitted to Purchasing with all required signatures, and
print one copy for your files.
Because
of the way the form is set up, it can not be saved on your hard drive and then
pulled up for reference. When it's opened again, all data on the form
will be deleted. Be sure to keep a printed copy for your files.
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To open a new requisition, you
must completely close your browser and return to the website. If you do not
close and reopen your browser, the number given when you click the link will
be the same number as the previous requisition. In order to make it
easier for you to return to the requisition, there is a 'Requisition'
link on the staff page of the Palomar Website.
If you have any questions
or problems, please call Diane Cummins at Extension 2754 or email her at
dcummins@palomar.edu.
Go
to Requisition Form
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