My Requisitions and View Document - Procurement & Fixed Assets

Using the Enhanced “My Requisitions” Process in Banner 9 Finance SSB

My Requisitions instruction are posted on the Finance procedures and instructions web page (along with new Financial Transaction Approval instructions)

Documents will no longer need to be emailed to Procurement.
Note: Obtain and attach all requisition back up documents before submitting your requisition (i.e. meal request forms, contracts, quotes, Disclosure Statements when exceeds $5,000, prepay invoices, etc.). Documents will be stored in the Banner Document Management System.
Save your requisition as a draft until you have obtained all documentation. Procurement may reject requisitions without complete documentation.
Requisitions in Pending status can be recalled prior to approval if changes or additional attachments are required.
Select Requisition
Select Recall My Requisition. Requisition will return to Draft status. Select. Make the necessary updates and submit.
Once your requisition is submitted, notify your approver(s) that a document is awaiting their approval. Review “Approvals & Related Documents” under the View Document section (see below for more information).

Select “My Finance Query”
To “View Document” – Hover over the magnifying glass to view and select the “View Document” icon.
The “View Document” search box will appear.
Select “Document Type” and enter the “Document Number”.
- View Document – PDF copy of the purchase requisition can be accessed
- Approvals & Related Documents – information provided:
  - Links to documents uploaded during the requisition process can be accessed
  - Approval History – notify those in the approval queue if requisition is not approved
  - Purchase Order number (once assigned); PDF copy can be accessed
  - Invoice and Disbursement information once paid