Requisition Setup

Modified on Sun, Jun 25, 2023 at 6:15 PM

Requisition Settings....From the Budget > Setup screen, configure your district's settings for requisitions. The District should pay particular attention to the following section of the setup tab:

In addition there are two setting on an individual's Demographic tab related to Requisition Setup:

Enabling / Disabling Requisition Entry - VIEW VIDEO

Option to NOT require a Budgetary Charge To Account for Requisitions:

This setting can be found on the Portal tab for an employee's record:

Set a Minimum Number of Requisition Documents

Districts can set a requirement that the entry person must attach a certain number of documents to a requisition before they will be allowed to submit the requisition for approval. To make this setting, go to the Budget > Expenditures > Requisitions > Setup > Min. Documents tab.

Click on the New Document Min. button. Enter the Minimum # Documents and click the Add button.