I forgot to write down my requisition Number. How do I find it?
Go into Phoenix and click on “Requisition Summary”. Click on the right hand side of the box that says “Preparer”. Three dots will appear. In the “Find” box, type your name and the % sign. Hit enter. When you name appears, highlight it and click "OK". It will take you back to the original screen. Click on “Find” in the right hand corner. It should bring up all requisitions you have done starting with the latest.
When entering a requisition, I get a message that says to “pick an existing combination.” What does that mean?
When an account is set up, only a few of your most commonly used object codes are set up with the account. If you are trying to use an object code that has not been set up, it will give you this message. Use the Controller’s “Combination Request Form” to request the object code be added to the account. Someone will email you as soon as the object code is linked. The process can take approximately 3 hours.
How do I set up a blanket purchase order?
When entering the requisition, the “UOM” should be “Dollars”, the “Quantity” should be the total amount of the purchase order, and the “Price” should be "1". This allows you to receive only what is being used, without receiving the whole amount.
Where do I find object code information?
Click here and you will have the option to view TWU's most commonly used object codes or the complete listing of the State of Texas Comptroller's expenditure codes.
Phoenix is telling me I have insufficient funds in my account, but there should be money there to cover the requisition. Why won’t it go through?
It could be that the items you are ordering are considered “controlled” items, which means funds are used from your capital account instead of your maintenance and operation (M&O) account. If this is the case, it may require transfering money from your M&O account into your capital account. Controlled items cost over $500 and under $5,000 in price. Controlled items can include computer equipment, fax machines, cameras, TV’s, etc. If this is not the case, please contact Finance and Administration.
If category 003.03 is travel, why do I have to use 002.02 on a hotel requisition?
Category 003.03 does not get converted to a Purchase Order. Category 003.03 is for airfare only.
Click here to see the list of available forms for download.
I have a requisition I need converted in a hurry. What is the procedure?
An “Emergency Justification Form” should be filled out and signed by Dr. Floyd. Send it to Purchasing to accompany the requisition. True emergency purchases are defined as the purchase of goods or services which are so badly needed that the University will suffer financial or operational damage if they are not secured immediately. Occasionally, there may be an unavoidable circumstance where a requisition would need to be converted quickly - such as for an emergency repair. In that case, contact someone in Purchasing and let them know the requisition number and the circumstance.
Where do I find a rejected requisition?
In Phoenix, go to “Notifications Summary.” Look for the requisition and click on “Open”. You can then make any changes needed and resubmit for approval.
How do I increase my purchase order?
Email someone in Purchasing to do a Purchase Order Change Notice (POCN). Give the PO#, amount of increase and reason for the increase. Someone will contact you when the change has been made.
The dates in the description of my purchase order have changed. Does that require a POCN?
The PO must match the invoice. Any information you have given in your description must match the incoming invoice (names of persons attending, dates, increase in number of persons attending, increase in amount needed, shipping,etc.).
page last updated 10/9/2008 15:08