Purchase Requisition App User Guide

Description

Purchase Requisition App User Guide This guide provides instructions for submitting, reviewing and approving purchase requisitions. For guidance on purchasing policies and procedures please refer to Purchasing Overview and/or the CSU Purchasing Manual. Contents Purchase Requisition App Overview ............................................................................... 2 Opening the App ....................................................................................................... 2 Creating a New Request................................................................................................ 2 Screen 1 - Department & Vendor Information .............................................................. 3 Screen 2 - Request Items ........................................................................................... 4 Screen 3 - Request Funding ....................................................................................... 5 Request Review............................................................................................................ 6 Approving/Denying a Request .................................................................................... 7 Resubmitting a Canceled or Denied Request .............................................................. 7 Purchase Requisition App Overview Opening the App Link: Purchase Requisition App Permissions The first time the app is opened (and anytime an update is published), Power Apps will display a list of the Office 365 components that will use the current user’s credentials: The app uses the current user’s credentials to perform operations such as sending email notifications and saving request data to SharePoint. Click Allow to proceed to the app. Note: if Allow is disabled, scroll through the list and click Refresh Connection (or Repair Connection) on any items displaying an error message. Once connections are refreshed, the Allow button will become enabled. Creating a New Request From the Home screen, click Create a New Request Screen 1 - Department & Vendor Information All fields marked with an asterisk * are required. P-Card Purchase: P-Card purchases require approval, check this box if applicable. Budget Authority, Dean/Director/AVP, Requester: These fields are required. If the same person has multiple roles (i.e., Budget Authority is also the Dean), they need to be added to each role and will approve on multiple lines.