Page 67 - 3E User Manual- updated 3-2018

Requisition Entry

Overview

• Requisitions start the process for obtaining a purchase order number.
• Refer to the Associate Handbook for updated Purchase Order requirements.
• All approvals are paperless and go through a workflow process.

Access Requisitions

• To access Requisition Entry from the 3E Dashboard, select Requisition Entry from the Activities section:

Enter a Requisition

• Requisition Date will automatically populate with today's date; update if needed.
• Requested By will always default to the person submitting the request and cannot be changed.

o If submitting for someone else, note the timekeeper in the requisition detail.
• Suggested Supplier is either:
o The name of the company from which goods or services are being purchasing from (i.e. CDW, Dell,
FARO, Amazon, etc).
o The timekeeper name if all goods are being expensed.
o If a check is needed and the rest of the expenses will be expensed, the suggested supplier is the name of
who the check will be issued to.
• Shipping Site will always be an S-E-A address. Type in the Office's city name and the Address field will populate
with the office address.
• Special Shipping Instructions (i.e., send check to me or pay with Corporate credit card).

o Note: Special Shipping Instructions will print on the Purchase Order.
• Comments can be seen throughout the approval process and will be seen by each approver but will not print on
the Purchase Order.
• Verify if the items for which the requisition is being created for are in the user’s budget. If so, check the box
next to the question.
• If the requisition is IT related, check the box next to the question.

Requisition Entry 3/27/2018