Requisition Maintenance
Financial Systems Support
EAS Help Desk: (202) 994-5530, option 4
Last revised: 10/6/08 by FSS/KP 1
Purpose
Help users understand the requisition Status
and learn how to “remove” (liquidate) or “edit
and resubmit” requisitions with a status of
incomplete, rejected or returned.
Last revised: 10/6/08 by FSS/KP 2
Requisition Status Definitions
In Process
Approved by the Requestor and additional approval needed
Must reject requisition to allow edit
Approved
Requisition fully approved
The Requestor can not change the requisition, if no PO exists Procurement can
“Return” requisition to Requestor for changes, if a PO exists the Requestor must
create a new requisition with the changes
Incomplete
Created but not approved by the Requestor
Incomplete requisitions can be deleted in there entirety
Rejected
Rejected by one of the approvers
Requestor can update and resubmit rejected requisitions
Requisition has approval history so it must be cancelled not be deleted
Returned
Returned by Procurement to be edited or cancelled
Last revised: 10/6/08 by FSS/KP 3
Contents
Identify Requisition Status
Remove / Liquidate Requisitions
Delete “Incomplete” Requisitions
Cancel “Rejected” or “Returned” Requisitions
Edit & Approve Incomplete, Rejected or
Returned Requisitions
Last revised: 10/6/08 by FSS/KP 4
Identify Requisition Status
Last revised: 10/6/08 by FSS/KP 5
Identify Requisitions
Log in to EAS
Connect to Oracle
Choose the “GW SC Departmental User”
responsibility
Go to Requisition Summary and Find your
requisitions
Requisitions > Requisition Summary
Quick reference guides are located on EAS website under Training & Support, Documentation
[Link]
Last revised: 10/6/08 by FSS/KP 6
Requisition Summary
2. Enter the Requisition Number if it
is known, leave blank and move
to step 3
1. Path:
Requisitions > Requisition Summary
3. Click: Find
Last revised: 10/6/08 by FSS/KP 7
Requisition Summary
4. The requisition entered is shown,
if no requisition was entered all
requisitions for user are listed,
scroll Requisition summary to
Locate the requisition
Last revised: 10/6/08 by FSS/KP 8
Delete Incomplete Requisitions
Last revised: 10/6/08 by FSS/KP 9
Incomplete Requisitions - Delete
Incomplete requisitions are deleted from Oracle
1. Scroll to the desired incomplete
requisition and press Open
Last revised: 10/6/08 by FSS/KP 10
Incomplete Requisitions – Delete (cont.)
2. Click Edit then choose Delete
Last revised: 10/6/08 by FSS/KP 11
Incomplete Requisitions – Delete (cont.)
3. Caution box opens to verify that
you want to delete the record.
Click OK to delete the record.
IMPORTANT: Proceed
to Next step
Last revised: 10/6/08 by FSS/KP 12
Incomplete Requisitions – Delete (cont.)
4. A blank “Requisition Summary to
Requisitions” form is displayed, Press
the diskette icon or File > Save to
FINALIZE the requisition deletion
Optional: To verify requisition is deleted
return to Requisition Summary form and
press Find to re-query
“Incomplete” Requisition Successfully Deleted
Last revised: 10/6/08 by FSS/KP 13
Cancel Rejected or Returned
Requisitions
Last revised: 10/6/08 by FSS/KP 14
Rejected / Returned Requisition - Cancellation
Rejected or Returned requisitions have
approval history therefore they can not be
deleted from Oracle – they are Cancelled
1. Scroll to the Rejected requisition, on
the toolbar click Tools and select Control
Last revised: 10/6/08 by FSS/KP 15
Rejected / Returned Requisition – Cancellation (cont.)
2. Control Document form
opens, highlight Cancel
Requisition, enter Reason for
cancellation and press OK
Last revised: 10/6/08 by FSS/KP 16
Rejected / Returned Requisition – Cancellation (cont.)
3. Caution form opens asking if you want to
proceed, Press OK to cancel this requisition
Last revised: 10/6/08 by FSS/KP 17
Rejected / Returned Requisition – Cancellation (cont.)
4. Note form opens and confirms cancellation action,
to verify requisition is cancelled return to Requisition
Summary form and press Find to requery
“Rejected” or “Returned”
Requisition Successfully Cancelled
Last revised: 10/6/08 by FSS/KP 18
Edit & Approve an Incomplete,
Rejected or Returned Requisition
Last revised: 10/6/08 by FSS/KP 19
Identify the Desired Requisition
Rejected, Returned and Incomplete
requisitions can be edited & Approved
1. Scroll to the desired requisition and press Open
Last revised: 10/6/08 by FSS/KP 20
Open Requisition
2. UPDATE THE “GL DATE” IF THE MONTH HAS CHANGED –
the GL DATE IS LOCATED ON THE “DISTRIBUTIONS” FORM
Press “Distributions”
Last revised: 10/6/08 by FSS/KP 21
Update GL Date
3. Change GL Date to today
using DD-MMM-YYYY format
Last revised: 10/6/08 by FSS/KP 22
Other Updates
4. You can edit the Type, Category,
Description, Price or other fields
Last revised: 10/6/08 by FSS/KP 23
Approve Requisition
5. Make your changes then press “Approve” the
rejected or returned requisition has been edited
and resubmitted for approval
You are finished …
Last revised: 10/6/08 by FSS/KP 24
Complete! How to Liquidate or
Remove Incomplete or Rejected
Requisitions
Last revised: 10/6/08 by FSS/KP 25
