Requisitions

• The Checkout Process

  The Checkout Process allows buyers to finalize their request for goods and services. Before submitting it for approval, ensuring compliance and correct financial coding.  ...

• Work Orders in Unimarket

  A Work Order (in Unimarket) acts as an umbrella document. That ties together Purchase Orders and Invoices under a single Work Order number. It's designed for tracking estim...

• View Requisitions

  This guide focuses on the View Requisitions screen, detailing how users can efficiently access, search, and manage all requisitions submitted to suppliers within their co...

• Edit a Pending Requisition

  Unimarket allows Buyers or Approvers to edit item details on a standard requisition while it is in a Pending Approval or Paused state. This action temporarily Pauses the a...

• Cancel, Amend & Resubmit Requisitions

  As a buyer, you have several options for managing the status and content of your requisitions, whether they are pending approval or still incomplete. Cancelling Requisition...

• Pause a Requisition

  The Pause Requisition function allows approvers to temporarily stop the approval process for a pending requisition. This provides more time to review the line items or com...

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• How Approvals Work

  Once a buyer submits a requisition, it is routed for approval based on the community's configuration, which primarily utilizes either the buyer's Organization Unit (Org Un...

• Approvers Locating Approved/Pending Requisitions

  Unimarket provides a central location for approvers to manage requisitions awaiting their action, and review the status of all requisitions they have previously acted upon...

• Approve/Decline a Requisition

  Approvers are assigned requisitions by Buyers to review and either approve or decline. Approvers receive notifications in their Tasks menu and via email, providing a link ...

• Approvers - Out of Office, Unavailable & Assigning Proxy

  In Unimarket, approvers can manage their availability to ensure that requisitions and expenses continue to move through the approval chain when they are away. This prevents...

• Escalating a Requisition for Urgent Approval

  For Pending Requisitions that require urgent action, users with the necessary authority can manually escalate the requisition from the currently assigned Approver to the n...