school and district administrator requisition processes
TRANSCRIPT
School and District Administrator School and District Administrator Requisition ProcessesRequisition Processes
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 ObjectivesLesson Objectives
4Administrator Requisition Processes
Unit ObjectivesUnit 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
5Administrator Requisition Processes
Requisition Approval ProcessRequisition Approval Process
RequisitionerCreates
Requisition(ME51N)
RequisitionApprover
Views List of Reqsthat 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
6Administrator Requisition Processes
Second-Level ApprovalsSecond-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
7Administrator Requisition Processes
Changes to RequisitionsChanges 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
8Administrator Requisition Processes
Selection VariantsSelection Variants
Selection variants are used to populate the applicable selection criteria in the requisition approval screen
Choosing the correct selection variant will produce a list of requisitions specific to the selected school or department
The selection variant will only have to be selected the first time the transaction is executed. Selection criteria will default thereafter
Approvers will only be able to approve requisitions for their own school or department
9Administrator Requisition Processes
Group ExerciseGroup 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.
10Administrator Requisition Processes
Approve/Reject a Purchase RequisitionApprove/Reject a Purchase Requisition
1
11Administrator Requisition Processes
Approve/Reject a Purchase RequisitionApprove/Reject a Purchase Requisition
3
12Administrator Requisition Processes
Approve/Reject a Purchase RequisitionApprove/Reject a Purchase Requisition
4
5
13Administrator Requisition Processes
Approve/Reject a Purchase RequisitionApprove/Reject a Purchase Requisition
6
14Administrator Requisition Processes
Approve/Reject a Purchase RequisitionApprove/Reject a Purchase Requisition
9
11
10
8
15Administrator Requisition Processes
Approve/Reject a Purchase RequisitionApprove/Reject a Purchase Requisition
12
13
16Administrator Requisition Processes
Approve/Reject a Purchase RequisitionApprove/Reject a Purchase Requisition
14
15
17Administrator Requisition Processes
Demonstration and ExerciseDemonstration 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.
18Administrator Requisition Processes
Reviewing/Approving a Requisition with an Attached ListReviewing/Approving a Requisition with an Attached List
1
19Administrator Requisition Processes
3
Reviewing/Approving a Requisition with an Attached ListReviewing/Approving a Requisition with an Attached List
20Administrator Requisition Processes
4
5
Reviewing/Approving a Requisition with an Attached ListReviewing/Approving a Requisition with an Attached List
21Administrator Requisition Processes
6
Reviewing/Approving a Requisition with an Attached ListReviewing/Approving a Requisition with an Attached List
22Administrator Requisition Processes
8
9
Reviewing/Approving a Requisition with an Attached ListReviewing/Approving a Requisition with an Attached List
23Administrator Requisition Processes
10
11
Reviewing/Approving a Requisition with an Attached ListReviewing/Approving a Requisition with an Attached List
24Administrator Requisition Processes
13
12
Reviewing/Approving a Requisition with an Attached ListReviewing/Approving a Requisition with an Attached List
25Administrator Requisition Processes
14
15
Reviewing/Approving a Requisition with an Attached ListReviewing/Approving a Requisition with an Attached List
26Administrator Requisition Processes
17
Reviewing/Approving a Requisition with an Attached ListReviewing/Approving a Requisition with an Attached List
27Administrator Requisition Processes
18
19
Reviewing/Approving a Requisition with an Attached ListReviewing/Approving a Requisition with an Attached List
28Administrator Requisition Processes
Resetting the Release IndicatorResetting 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
29Administrator Requisition Processes
Demonstration and ExerciseDemonstration and Exercise
Scenario: Reset a Requisition Approval
Transaction Code: ME54N
Use the multi-line requisition that you previously released
35Administrator Requisition Processes
Knowledge CheckpointKnowledge Checkpoint
Question: What are the three second-level approvals that may be required depending on the Material Group?
Answer: Curriculum Specialist, Technology, Textbook Warehouse
36Administrator Requisition Processes
Unit ObjectivesUnit 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
38Administrator Requisition Processes
Unit ObjectivesUnit Objectives
After completing the unit, you will be able to: Display a List of Purchase Requisitions
39Administrator Requisition Processes
Demonstration and ExerciseDemonstration and Exercise
Scenario: Display a List of Purchase Requisitions
Transaction Code: ME5A
40Administrator Requisition Processes
1
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
41Administrator Requisition Processes
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
34
5
42Administrator Requisition Processes
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
6
43Administrator Requisition Processes
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
7
44Administrator Requisition Processes
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
8
9
45Administrator Requisition Processes
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
1011
12
46Administrator Requisition Processes
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
13
47Administrator Requisition Processes
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
14
48Administrator Requisition Processes
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
16
49Administrator Requisition Processes
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
17
18
50Administrator Requisition Processes
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
19
20
51Administrator Requisition Processes
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
21
22
23
52Administrator Requisition Processes
Display a List of Purchase RequisitionsDisplay a List of Purchase Requisitions
24
2526
53Administrator Requisition Processes
Unit ObjectivesUnit Objectives
You should now be able to: Display a List of Purchase Requisitions
55Administrator Requisition Processes
You should now be able to: Execute the requisition approval process Display a list of purchase orders and requisitions
Course SummaryCourse Summary