Purchasing

Creating a Requisition in Colleague

A requisition in Colleague is used to request approval to purchase goods or services before a purchase order is issued.

1. Confirm Funding
   Verify available funding and obtain the correct organization, account, and program codes.

2. Create the Requisition
   Enter the requisition in Colleague, including vendor information, item descriptions, quantities, estimated costs, and shipping fees.

3. Attach Supporting Documentation
   Upload required documents such as quotes, contracts or invoices.

4. Review for Accuracy
   Carefully review all information for completeness and accuracy before submission.

5. Submit for Approval
   Submit the requisition through Colleague’s approval workflow. The requisition will route to the appropriate approvers.

6. Purchasing Review & Processing
   Once approved, the Purchasing Department reviews the requisition and, if approved, converts it into a purchase order.

7. Recieve the Goods
   
   

8. Purchase Order Issued
   The purchase order is sent to you to forward to the vendor. 

9. Deliverables
   Sign "OK to Pay" along with your name, date and  PO # on the invoice. Deliver the physical copy to the Purchasing office for payment processing.