A Windows-based system for processing requisitions.
CDK Requisitioning allows using schools to enter, approve and process requisitions:
This is the main menu of the requisitioning program. Users can choose to create new requisitions, browse existing requisitions, view user-specific reports, and navigate to system utilities.
By choosing the "Add New" from the main menu, users can create new requisitions. Users can select the shipping location, contact, date, and can write a summary of the requisition. Users then create the specific line items for the requisition.
User can create specific lines for a requisition, choosing the account from which the use funds, the quantity of the item ordered, and the price, and can write a brief description of that line item.
Once a user has created requisitions, they can view their status in the requisition browser. Requisitions will appear in different colors when they have been submitted, approved, and converted into purchase orders.
Users can generate various accounting reports and reports generated by the system summarizing their requisitioning activity.
The user utilities menu allows a user to change their password, update system information, and backup their requisitioning data.
For requisition approvers (principles, BAs, etc.), the requisition browser includes the option of approving requisitions individually or in batches.
Approvers' also have additional reports--they can view requisitioning reports for their own requisitions as well as for any users who they are responsible for approving.
Approvers have additional options in the utilities menu as well. They can create new users, edit user permissions, change the fiscal year, and export budgetary requisitioning data in order to create the next year's budget.
Approvers can set the user permissions for users whom they supervise.
Users with the appropriate permissions can change the system settings including changing file paths for requisitioning data and setting various requirements for new requisitions.
Once requisitions have been approved, they are sent to the CDK accounting software to be easily converted into purchase orders. All information added in the requisitioning system is automatically sent to the accounting system to be included on the purchase order.
When a user chooses to print a requisition or view a report, it is converted into a pdf which will open in whatever system .pdf viewer they have installed on their computer. From their they can either save the file or print it using the system utility.
Users can create a requisition price quote to be sent to a vendor.
Provisional General Ledger Report
The provisional general ledger report shows details for every account, and displays any current requisitions under the account they would affect.
Single Expense Account Detail
If you are only interested in a single account, the "Single Expense Account Detail" report shows any account detail you choose along with all the associated requisitions.
Originator's Normal Requisitions
Approver's Normal Requisitions Report
Approver's Converted Requisitions Report
This reports shows all requisitions that have been converted into purchase orders.