Wayne State University

Aim Higher

Policies-11

2.2.2 General Requisitioning

PROCEDURE

Responsibility

Action

Department

  1. Complete an online Banner Purchase Requisition by following the instructions in the Banner RAPP training manual.  Fax any appropriate support documentation to the dedicated Purchasing fax number at 577-3360, or e-mail as an attachment to purchasingdocs@wayne.edu, or upload support documentation into Banner via WebXtender. 
    • Please Note: A Not-to-Exceed amount must be stated for blanket orders or service contracts.  All blanket orders or service contracts must include start and end dates. Commodity Level Accounting must be used on any Requisition that requires multiple indexes and/or account codes.   The dollar amount for each index/account must be entered in the FOAPAL section.
  2. Verify budget balance available.
    1. If balance is not available, the purchase is NOT permitted.
    2. If balance is available, complete the Banner requisition.
  3. Keep a record of the system generated requisition number.
  4. The system will automatically route the online Requisition to the individual/unit identified in the approval queue.
  • Please Note: Approval queues are established and maintained by Fiscal Operations / Technical Support Services.  Departments must identify all individuals to be added or deleted in their approval queues, and the dollar amount each person can control.  The form to establish or maintain approval queues is available on the Purchasing website at: http://purchasing.wayne.edu/docs/rappapprovalqueuerequestform.doc.

Dean/Director /or Designee

  1. 1. Review the online Banner Requisition for appropriateness of the purchase and budget availability.

    1. If appropriate, verify budget balance availability. If budget is available, approve the Requisition using the online Banner approval form.
    2. If budget is not available, the purchase is NOT permitted.  Disapprove the Requisition in Banner.  This action systemically returns the Requisition to the originator.
    3. If the purchase is inappropriate, disapprove the Requisition in Banner.  This action systemically returns the Requisition to the originator.
  2. The system will automatically route the Requisition to all required approvers.  After all Departmental approvals are complete, the system will route to Special Approving Departments (if required) or to Purchasing.

Special Approval Department

As detailed in Section 2.2.1, there may be one or more Special Approvals required for a request to be processed.  It is the responsibility of the Special Approver(s) to do as follows:

  1. Review the online Banner Requisition for appropriateness of the purchase and budget availability.

  2. If appropriate, verify budget balance availability. If budget is available, approve the Requisition using the online Banner approval form.

  3. If budget is not available, the purchase is NOT permitted.  Disapprove the Requisition in Banner.  This action systemically returns the Requisition to the originator.

  4. If the purchase is inappropriate, disapprove the Requisition in Banner.  This action systemically returns the Requisition to the originator.

  5. The system will automatically route the Requisition to all required approvers.  After all Departmental and Special approvals are complete, the system will route to Purchasing.

Purchasing

  1. Review and approve or disapprove the online Banner Purchase Requisition and assign to a Buyer.
  2. Upload support documentation into Banner via WebXtender.