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Requisition Guide for Requesters PeopleSoft Financials 9. 1 For Requesters Page 1 of 27 Coppin State University rev. Apr. 2014 Table of Contents 1. Wildcard - can be used to lookup vendor names without knowing how the vendor name starts HOPK - above will display any vendor that has HOPK in their name. However if the UOM is different for this item from the header defaults use the drop down and select a different UOM that better describes the UOM for ordering and receiving. If distribution...
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How to fill out requisition guide for requesters

01
Gather all the necessary information required for the requisition.
02
Start by filling out the requester's details, such as name, department, and contact information.
03
Specify the purpose of the requisition and provide a detailed description of what is being requested.
04
Include any supporting documents or references that are relevant to the requisition.
05
Specify the quantity or amount needed for each item or service requested.
06
Provide any specific instructions or preferences for the requested items or services.
07
Include any budgetary constraints or spending limits that need to be considered.
08
Ensure all required fields are filled out accurately and completely.
09
Review the requisition guide for any errors or missing information before submitting.
10
Submit the completed requisition guide to the appropriate authority or department.

Who needs requisition guide for requesters?

01
Any individual or department within an organization who needs to request goods or services.
02
Requesters who need to communicate their requirements in a structured and organized manner.
03
Organizations that have a formal process for requesting and approving purchases or services.
04
Companies that aim to streamline their requisition process and improve efficiency.
05
Businesses that want to track and manage the requests made by their employees or departments.
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The requisition guide for requesters is a document outlining the process and requirements for submitting requests for goods or services.
Any requester who needs to make a request for goods or services must file a requisition guide.
Requesters can fill out the requisition guide by providing all necessary information about the requested goods or services, including quantity, specifications, and budget.
The purpose of the requisition guide is to streamline the request process, ensure all necessary information is provided, and facilitate the approval and fulfillment of requests.
Information such as the requested goods or services, quantity needed, specifications, budget, requester's contact information, and any special requirements must be reported on the requisition guide.
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