A requisition must be created in order to request goods or services for purchase. Existing requisitions may be used as the basis to create a new requisition.

A Requester may monitor the requisition process viewing related documents and approval routing process as it flows through CUNYfirst.

A Requester may view or edit or cancel an active requisition. As needed, a Requester may conduct a manual Budget Check to ensure that funds are available.

Requisitions are approved and budget checked prior to being sent to Purchasing to be sourced to a Vendor.

1. Create Requisitions-Goods and Services <pdf> <video>
2. Manage Requisitions <pdf> <video>
3. Approve Requisitions <pdf>
4. Select an Alternate User to Approve Requisitions <pdf>
5. Budget Check Requisition (Manual) <pdf>
6. Cancel Requisition <pdf>
7. Run Query <pdf>

Central Receiving confirms that the goods are received from a shipping supplier. In some cases, Central Receiving may create a receipt. Typically the goods are delivered to the Requester who is responsible for counting the goods and noting the condition of the received goods on a Receipt entered on the day the goods are delivered.

Three Categories of goods are inspected: Information Technology, Facilities/Furniture, and Hazardous Materials.

Purchasing resolves shortfalls of quantity or quality with the supplier. Accounts Payable matches the goods received against the goods invoiced for quality, quantity and price before paying the Vendor.

1. Create Receipt <pdf> <video>
2. Inspect Receipt <pdf>
3. Cancel Receipt <pdf>