NOTICE: The Finance Policies and Procedures Manual, along with the previous manual, is undergoing changes. These sites are continually updated to reflect changes in business processes. If you cannot find the information you are seeking in these policies, email financecomm@unc.edu for more information.
Policies and Procedures

Procedure 1226.1 – Creating a Requisition

Effective
July 12, 2010
Last Updated
October 1, 2014
Last Reviewed
October 1, 2014
Responsible University Officer
Director of Purchasing Services
Responsible Unit
Purchasing Services

Procedure Statement

A requisition is created in ConnectCarolina and routed for approval based on criteria established by the head of the relevant department.

Forms and Instructions

From the Finance menu in ConnectCarolina, the document creator will choose “eProcurement” from the drop-down menu, then “Create Requisition.” The document creator will be required to check the budget balance available, based on the chartfield lines on the requisition, prior to submission. The document will then be routed for approval for the next approval level based on the criteria established by the department, school or division.

Instructions and training materials can be found on the Finance and Accounting Training Site.

Related Data

None

History

Revised:
October 1, 2014: Updated procedure in line with ConnectCarolina changes.
July 12, 2010