My Requisitions Module: Query Draft, Completed, and Approved Requisitions

This article outlines how to search for an incomplete, complete, and pending requisition. Note: View the article or video  to learn how to recall and update a pending requisition.  

How to Search for a Draft, Complete, and Pending Requisition

Here are a few things to keep in mind before searching for a requisition:

• Draft: This means that the requisition has yet to be submitted to the purchasing department and needs to be completed. You can also make changes to the requisition.
• Pending: The requestor submitted the requisition, and it is in the purchasing queue for review. If you need to change the requisition, you must recall it. To find out how to recall, view the article or video.
• Complete: A completed requisition means that the requestor has submitted the requisition, and purchasing has approved it and converted it to a PO. You must submit a change order via the change order portal if you need to change the PO.

1. Select the My Requisition module from the My Finance Dashboard.
   
   
2. The My Requisition dashboard displays all your Requisitions in draft form, pending, and completed requisitions.
   
   
   • The display shows the status of your requisition.
   • You can select the i tool next to the req status to view information on a requisition.
     
     
3. To search for a requisition, go to the search box at the top. You can search by req number or vendor.
   
   
4. Press Enter key on your keyboard to search.
   • The search results appear by requisition number, date, vendor, amount, and requisition status. Notice the screenshot below of the requisition is in draft form.
     
     
5. To view the requisition details, select the requisition from the search results.
   
   
   • Since the requisition is in draft, I can still make changes to the requisition.
     
     
6. To go back to the dashboard, select back.
   
   

Banner Finance Training Resources

• Req to Check Process
• My Finance Query Module: Getting Started
• My Requisitions Module: Getting Started
• My Requisitions Module: Regular Order
  • My Requisitions Module: Create a Regular Order - Commodity-Level Accounting
  • My Requisitions Module: Create a Regular Order - Document-Level Accounting
• My Requisitions Module: Create a Standing Order
• My Requisitions Module: Update a Disapproved or Incomplete Requisition and Cancel a Requisition
• My Requisitions Training Videos