1. School and District Administrator Requisition Processes

2. 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 Objectives

3. Requisition Approvals

4. 4Administrator Requisition Processes Unit 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

5. 5Administrator Requisition Processes Requisition Approval Process Requisitioner Creates Requisition (ME51N) Requisition Approver Views List of Reqs that 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

6. 6Administrator Requisition Processes Second-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

7. 7Administrator Requisition Processes Changes 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

8. 8Administrator Requisition Processes Selecting your Requisitions for Approval  Use ZMPU_ME55 to find your requisitions to approve  When the “Collective Release of Purchase Requisitions” appears, enter your Location Number in the Storage Location box.  Click the Execute button or icon  Approvers will only be able to approve requisitions for their own school or department

9. 9Administrator Requisition Processes Group 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.

10. 10Administrator Requisition Processes Approve/Reject a Purchase Requisition 1

11. 11Administrator Requisition Processes Approve/Reject a Purchase Requisition 3

12. 12Administrator Requisition Processes Approve/Reject a Purchase Requisition 6

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15. 15Administrator Requisition Processes Approve/Reject a Purchase Requisition 14 15

16. 16Administrator Requisition Processes Demonstration 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.

17. 17Administrator Requisition Processes Reviewing/Approving a Requisition with an Attached List 1

18. 18Administrator Requisition Processes Reviewing/Approving a Requisition with an Attached List 3

19. 19Administrator Requisition Processes 6 Reviewing/Approving a Requisition with an Attached List

20. 20Administrator Requisition Processes 8 9 Reviewing/Approving a Requisition with an Attached List

21. 21Administrator Requisition Processes 10 11 Reviewing/Approving a Requisition with an Attached List

22. 22Administrator Requisition Processes 13 12 Reviewing/Approving a Requisition with an Attached List

23. 23Administrator Requisition Processes 14 15 Reviewing/Approving a Requisition with an Attached List

24. 24Administrator Requisition Processes 17 Reviewing/Approving a Requisition with an Attached List

25. 25Administrator Requisition Processes 18 19 Reviewing/Approving a Requisition with an Attached List

26. 26Administrator Requisition Processes Resetting 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

27. 27Administrator Requisition Processes Demonstration and Exercise Scenario: Reset a Requisition Approval Transaction Code: ME54N Use the multi-line requisition that you previously released

28. 28Administrator Requisition Processes 1 Reset a Release Indicator

29. 29Administrator Requisition Processes Reset a Release Indicator 3

30. 30Administrator Requisition Processes Reset a Release Indicator 4 5

31. 31Administrator Requisition Processes Reset a Release Indicator 6 7 8

32. 32Administrator Requisition Processes Reset a Release Indicator 9

33. 33Administrator Requisition Processes Knowledge Checkpoint Question: What are the three second-level approvals that may be required depending on the Material Group? Answer: Curriculum Specialist, Technology, Textbook Warehouse

34. 34Administrator Requisition Processes Unit Objectives You should now be able to:  Describe the requisition approval process  Release a purchase requisition  Display a purchase requisition  Reset a purchase requisition release

35. Reporting

36. 36Administrator Requisition Processes Unit Objectives After completing the unit, you will be able to:  Display a List of Purchase Requisitions

37. 37Administrator Requisition Processes Demonstration and Exercise Scenario: Display a List of Purchase Requisitions Transaction Code: ME5A

38. 38Administrator Requisition Processes 1 Display a List of Purchase Requisitions

39. 39Administrator Requisition Processes Display a List of Purchase Requisitions 3 4 5

40. 40Administrator Requisition Processes Display a List of Purchase Requisitions 6

41. 41Administrator Requisition Processes Display a List of Purchase Requisitions 7

42. 42Administrator Requisition Processes Display a List of Purchase Requisitions 8 9

43. 43Administrator Requisition Processes Display a List of Purchase Requisitions 10 11 12

44. 44Administrator Requisition Processes Display a List of Purchase Requisitions 13

45. 45Administrator Requisition Processes Display a List of Purchase Requisitions 14

46. 46Administrator Requisition Processes Display a List of Purchase Requisitions 16

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50. 50Administrator Requisition Processes Display a List of Purchase Requisitions 24 25 26

51. 51Administrator Requisition Processes Unit Objectives You should now be able to:  Display a List of Purchase Requisitions

52. Summary

53. 53Administrator Requisition Processes You should now be able to:  Execute the requisition approval process  Display a list of purchase orders and requisitions Course Summary

54. 54Administrator Requisition ProcessesQuestions?

55. 55Administrator Requisition Processes  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 Options  ESS Appraisal  Blackboard Follow-Up