Learn how to withdraw a requisition from the approval workflow in Oracle so it can be edited or canceled. This course demonstrates how to withdraw a requisition, make necessary updates or cancel the request, and resubmit the revised requisition for approval when appropriate.
Selecting a Requisition Type is required to submit a requisition successfully. This training covers each Requisition Type, when to select it, what attachments are required, and other relevant information.
Learn how to create a Non-Competitive Justification (NCJ) for a Sole Source procurement in Oracle. This course demonstrates how to complete the required justification, document the business need, attach supporting documentation, and route the NCJ through the appropriate approval workflow to support compliance with procurement policies and regulations.
Learn how to create a Subaward Requisition in Oracle for sponsored research projects. This course demonstrates how to enter subrecipient information, complete the required requisition details, assign the appropriate General Ledger (GL) account, attach required supporting documentation, and submit the requisition for approval.
Learn how to duplicate an existing requisition in Oracle to quickly create a new requisition using previously entered information. This course demonstrates how to copy a requisition, review and update key details such as quantities, pricing, supplier information, and General Ledger (GL) accounts, and submit the new requisition for approval.
Learn how to edit the Charge Account on a requisition to ensure expenses are charged to the appropriate General Ledger (GL) account. This course demonstrates how to update accounting information, validate the revised Charge Account, and verify that the requisition is coded correctly before submission.
Learn how to create an Amount-Based Non-Catalog Request in Oracle, including entering request details, assigning the appropriate supplier, selecting the correct General Ledger (GL) account, and splitting costs across multiple GL accounts when necessary.
Learn how to create a Quantity-Based Non-Catalog Requisition in Oracle by entering item details, quantities, pricing, supplier information, and the appropriate General Ledger (GL) account to ensure accurate procurement processing.
Learn how to save a requisition as a draft in Oracle so you can complete and submit it at a later time. This course demonstrates how to save your progress, access and update draft requisitions, and ensure all required information is completed before submitting the requisition for approval.
This training explains how to configure your Procurement Preferences in DASH to personalize your procurement experience and streamline requisition creation. Users will learn how to set default delivery locations, charge accounts, requester information, and other preferences that automatically populate on future transactions, helping reduce data entry and improve efficiency.
Learn how to allocate the cost of a single requisition line item across multiple General Ledger (GL) accounts by creating accounting splits. This course demonstrates how to distribute expenses accurately, verify split amounts, and ensure proper financial coding before submitting the requisition.
Learn how to generate and view a PDF version of a requisition in Oracle. This course demonstrates how to access the printable PDF, review requisition details for accuracy, and save or print the document for record keeping, reference, or approval purposes.
Learn how to view the workflow for a requisition in Oracle to track its progress through the approval process. This course demonstrates how to identify the current approval status, view completed and pending approval steps, and monitor the requisition from submission through final approval.