DASH Step Guide: Procurement Requisitions

This article aims to provide instructions on how to create and manage requisitions. It covers the following topics:

• Getting started
• Create, manage, and approve marketplace requisitions
• Create receipts for requisitions from marketplace orders
• Create, manage, and approve non-catalog requisitions (quantity-based)
• Create, manage, and approve non-catalog requisitions (amount-based)
• Create, manage, and approve contract requisitions

 

Getting Started

1. Navigate to the DASH home screen.
2. Click the Procurement tab.

3. Click the Purchase Requisitions (New) tile under Procurement.

4. For first-time usage, follow the steps below to set your preferences. Otherwise, skip to the sections below to create requisitions.
5. To set up preferences, click Update Preferences.

6. Select the desired Deliver to Location.
7. Scroll to the Charge Account section. Click the add sign to add a charge account. Enter the charge account nickname and number. Click Add.

8. Click Update to update your account preferences.

 

Create, Manage, and Approve Marketplace Requisitions

1. Follow the instructions in the “Getting Started” section to navigate to the Purchase Requisitions (New) page.
2. Scroll down to the bottom of the page and click Marketplace Catalog.

3. Choose the marketplace vendor with whom the purchase will be placed. Click Go to Site.

4. On the vendor’s catalog site, find the product to be purchased. Click Add to Cart.

5. Click the shopping cart icon or Proceed to Cart button to view items in the shopping cart.

6. Click Create Order Requisition.

7. Under the Trade Compliance section, confirm or adjust the details. Click Confirm Change.

8. Check out the cart on the vendor’s catalog site. The way to submit the order requisition may vary based on the vendor. You should be taken back to the DASH portal to finish creating the requisition.

9. In the Requisition Summary section, click the pencil icon.

10. If the requisition is to be billed to a project, enter the project number in the Project field. The Charge Account field should default to the user's preference. Confirm or change it to the correct account.

11. Under the Additional Information section, enter and select Marketplace Catalog for Requisition Type.

13. Attach files in the Attachment section. Add any additional details to the other optional fields. Then scroll back to the top of the page and click Update.

14. Click Submit to submit the requisition for approval.

 

Create Receipts for Requisitions from Marketplace Orders

1. Navigate to the DASH home screen.
2. Click the Procurement tab.

3. Click the My Receipt (New) icon under Procurement.

4. Enter your requisition number in the search bar.

5. Click on your requisition.

5. Enter the correct Receipt Quantity and UOM. Click Create.

 

Create, Manage, and Approve Non-Catalog Requisitions (Quantity-Based)

1. Follow the instructions in the “Getting Started” section to navigate to the Purchase Requisitions (New) page.
2. Scroll down to the bottom of the page and click Create Noncatalog Request.

3. Enter the details for item description, item type, category, quantity, unit of measurement, price, currency, supplier, and the supplier site.
   • In the Item Type field, choose Goods billed by quantity.
   • In the UOM field, choose Each.
   • The Currency field defaults to USD and should not be changed.

4. Scroll back to the top of the page and click Add to Cart.

5. Click Cancel to return to the Self Service Procurement page.

6. Click on the Cart tab at the bottom.

7. In the Requisition Summary section, click on the pencil icon.

8. If the requisition is to be billed to a project, enter the project number in the Project Number field.

9. The Charge Account field defaults to the user's preference. Confirm or change it to the correct charge account.

10. Under the Additional Information section, enter Standard Purchase - No NCJ Required for Requisition Type.

12. Attach documents in the Attachments section. Add additional details in the other optional fields. Click Update.

14. Click Submit to submit the requisition for approval.

 

Create, Manage, and Approve Non-Catalog Requisitions (Amount-Based)

1. Follow the instructions in the “Getting Started” section to navigate to the Purchase Requisitions (New) page.
2. Scroll down to the bottom of the page and click Create Noncatalog Request.

3. Enter the details for item description, item type, category, quantity, unit of measurement, price, currency, supplier, and supplier site.
   • In the Item Type field, choose Service billed by amount.
   • The Currency field defaults to USD and should not be changed.

4. Scroll back to the top of the page and click Add to Cart.

5. Click View Cart.

6. In order to split the bill into different accounts, click the pencil icon to the right of the service item you just created.

7. Scroll to the bottom of the page and click the action icon. Select split.

8. You can split the bill by amount or percentage. Enter the value in the appropriate field. Choose the correct charge account. Click Create.

9. Scroll back to the top of the page and click Update.

10. Under the Requisition Summary section, click on the pencil icon.

11. Under the Additional Information section, enter Standard Purchase - No NCJ Required for Requisition Type.

12. Attach documents in the Attachments section. Add additional details in the other optional fields. Click Update.

13. Click Submit to submit the requisition for approval.

Create, Manage, and Approve Contract Requisitions

1. Follow the instructions in the “Getting Started” section to navigate to the Purchase Requisitions (New) page.
2. Scroll down to the bottom of the page and click Request Form.

3. Choose the appropriate form type and click Create Request.

4. Enter the details for item description, category, and amount. Enter the contract agreement number in the Agreement field under Source. Double-check that the Supplier field information is correct.

5. Scroll back to the top of the page and click Add to Cart.

6. Click View Cart.

7. In the Requisition Summary section, click the pencil icon.

8. If the requisition is to be billed to a project, enter the project number in the Project Number field. The Charge Account field defaults to the user's preference. Confirm or select a different charge account.

9. Under the Additional Information section. Enter UT contract for Requisition Type.

10. Attach documents in the Attachments section. Add additional details in the other optional fields. Scroll back to the top of the page and click Update.

11. Click Submit.