Requisition - Entry Procedures - Procedure 007

 

1. PURPOSE

   To provide detailed instruction for completing a requisition.

    

2. SCOPE:

   This procedure applies to all purchase requisitions.

    

3. GENERAL:

   The purchase requisition form is designed to contain all of the necessary information and signatures relevant to the procurement process within the City. The processing of the purchase requisition by the Procurement Division also serves to create the formal purchase order which is the contractual commitment between the supplier and the City.

    

4. INSTRUCTIONS FOR COMPLETING PURCHASE REQUISITION
   1. To request the purchase of equipment, materials, services, supplies, etc., the following procedures apply:

       

      1. All goods and services from $750.00 through $15,000.00 will be requisitioned and ordered electronically on the City’s computerized system. Using the Requisition Quote Sheet (Exhibit 006-A).

          

      2. To begin requisition entry from the Altamonte Springs Main Menu screen, select the Purchasing/Inventory Main Menu; select Purchasing Receiving Menu; select Requisition Entry screen.

          

      3. Follow instructions on Purchasing Requisition Maintenance screen to add requisition (See Exhibit 007-A1 through 007-A6).

          

   2. After completion of the requisition, it is automatically forwarded electronically to the Requisition Approval Officer (RAO). The RAO electronically approves the requisition which is then automatically forwarded to the Procurement Division Manager.

       

   3. The Procurement Division Manager reviews the requisition for accuracy and completeness and approves the requisition pending account number approval.

       

   4. The Finance Department ensures the account number is appropriate for the items/service being purchased. Requisition is now Ready for Buyer Processing. If all required documents have been received by the Procurement Division, the requisition is processed into a purchase order.