school and district administrator requisition processes

School and District Administrator School and District Administrator Requisition ProcessesRequisition Processes

2Administrator Requisition Processes

At the end of this course, you should be able to: Execute the requisition approval process Display a list of purchase orders and requisitions

Lesson ObjectivesLesson Objectives

Requisition ApprovalsRequisition Approvals


Unit ObjectivesUnit Objectives

After completing the unit, you will be able to: Describe the requisition approval process Release a purchase requisition Display a purchase requisition Reset a purchase requisition release


Requisition Approval ProcessRequisition Approval Process

RequisitionerCreates

Requisition(ME51N)

RequisitionApprover

Views List of Reqsthat Require Approval

(ZMPU_ME55)

Requisition Approver Approves or Rejects Reqs as appropriate

(ZMPU_ME55)

Second Level Approval Executed, If

Required(ZMPU_ME55)

Next slide

Requisition Used to Create Purchase

Order or Other Follow-On Document


Second-Level ApprovalsSecond-Level Approvals

Second-level approvals are required for certain materials as follows:– Curriculum Specialist – Chemistry & Science Chemicals– Technology – Computers, Computer Accessories, Software,

Services, Leases– Textbook Warehouse – Textbooks

Food Service requisitions do not require principal approval but do require FNS department approval for certain items

In addition, Executive Leadership approval is required for all requisitions (excluding Food Service and Grants) during a budget freeze


Changes to RequisitionsChanges to Requisitions

Prior to approval, the requisitioner can make any necessary changes

After the requisition has been approved:

– If the quantity needs to be increased, another line item should be added, which will then have to be approved

– If the requisition value is increased (price or quantity), the release will be reset and the req will need to be re-approved

– If the material changes, a second-level approval may be required based on material group (see previous slide)

– If the Purchase Order has already been created, a change form will have to be completed in CAB to decrease quantity, change price, or cancel a line item


Selection VariantsSelection Variants

Selection variants are used to populate the applicable selection criteria in the requisition approval screen

Choosing the correct selection variant will produce a list of requisitions specific to the selected school or department

The selection variant will only have to be selected the first time the transaction is executed. Selection criteria will default thereafter

Approvers will only be able to approve requisitions for their own school or department


Group ExerciseGroup Exercise

Scenario: Approve/Reject a Purchase Requisition

Transaction Code: ZMPU_ME55

Refer to exercise sheets for the appropriate requisition number to use for this exercise.


Approve/Reject a Purchase RequisitionApprove/Reject a Purchase Requisition

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Demonstration and ExerciseDemonstration and Exercise

Scenario: Reviewing/Approving a Requisition with an Attached List

Transaction Code: ZMPU_ME55

Refer to exercise sheets for the appropriate requisition number to use for this exercise.


Reviewing/Approving a Requisition with an Attached ListReviewing/Approving a Requisition with an Attached List

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Resetting the Release IndicatorResetting the Release Indicator

An approver can reset the release indicator on a requisition as long as the purchase order or stock transport order has not yet been created

Any changes that increase the dollar value of the requisition will automatically reset the release indicator

Execute transaction ME54N (Individual Release) to reset the Release Indicator. Click the Release strategy tab, and click the Reset release button

Release reset button



Scenario: Reset a Requisition Approval

Transaction Code: ME54N

Use the multi-line requisition that you previously released


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Knowledge CheckpointKnowledge Checkpoint

Question: What are the three second-level approvals that may be required depending on the Material Group?

Answer: Curriculum Specialist, Technology, Textbook Warehouse



You should now be able to: Describe the requisition approval process Release a purchase requisition Display a purchase requisition Reset a purchase requisition release

ReportingReporting



After completing the unit, you will be able to: Display a List of Purchase Requisitions



Scenario: Display a List of Purchase Requisitions

Transaction Code: ME5A


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Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions



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You should now be able to: Display a List of Purchase Requisitions

SummarySummary


You should now be able to: Execute the requisition approval process Display a list of purchase orders and requisitions

Course SummaryCourse Summary


Questions?Questions?


HELP DESK 754-321-8120 BRITE Website:

web/erp -or-

http://www.broward.k12.fl.us/erp/

e-Learning

Context Sensitive Help

CAB Conference

BRITE LITES (By Role)

User Support OptionsUser Support Options

ESS Appraisal

BlackboardFollow-UpFollow-Up

school and district administrator requisition processes

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