"Campus Requisitions" is a process that increases the inventory at the campus level. The campus or the district can place requisitions to order/requisition items supplied by the district.
- Navigation:
- District View
- Inventory
- Orders
- Campus Requisitions
The "Single Campus" tab provides the tools needed to process all campus requisitions. Within this tab, the district can create a single campus requisition for a specific campus, review/approve/edit/deny submitted requisition quantities, process/print a “Pick Ticket,” ship requisition quantities, and, if desired, receive shipped quantities on behalf of the respective campus.
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Single Campus Requisition Page
Term |
Definition |
Add |
Creates a new, single-campus requisition |
Show Completed |
Displays completed campus requisitions (all items have been received/denied) |
Campus ID |
An alpha and/or numeric campus number (often corresponds with the student management system's campus ID numbers) |
Campus Name |
Name the site/location goes by |
Requisition Name |
Displays the names given to the campus requisitions (must be unique by campus) |
Red Text |
Indicates a campus requisition with at least one ISBN in the status of "back order" (the district warehouse currently does not have enough in storage to ship to the campus) |
Status |
Displays the overall status of the campus requisition (not to be confused with the respective ISBN's statuses) |
Date Submitted |
Displays the date the campus requisition was created |
Details |
Opens the "Campus Requisition Details" page, which provides the tools needed to process the respective campus requisition |
Edit |
Opens the "Campus Requisition Details" page and allows the editing of the campus requisition |
Report |
Opens the respective PDF file formatted "Campus Requisition Report" as of that moment in time |
Campus Requisition Details Page
This page will automatically load the respective tab based on the next step in processing the campus requisition.
Term |
Definition |
Requisition Name |
Name given to the campus requisition (must be unique) |
Campus Name |
Name the site/location goes by |
Campus ID |
An alpha and/or numeric campus number (often corresponds with the student management system's campus ID numbers) |
Date Created |
Displays the date an Instructional Materials Management user created the campus requisition |
Created By |
Displays the name of the user who was logged into Instructional Materials Management and created the campus requisition |
Status |
Overall status of the campus requisition (not to be confused with the respective ISBN's statuses) |
Total Value of Requisition |
Displays the overall values of the campus requisition (quantity requested, multiplied by ISBN unit price) |
Total # of Books Ordered |
Displays the total quantity of copies requested (all ISBN-specific quantities combined) |
Notes |
Displays the notes entered regarding the items within the campus requisition for communication purposes between the campus and the district |
Delete |
Permanently deletes the campus requisition and all of the associated information (except successful distributions to campuses) |
Approve Tab
Item |
Description |
Deny |
When displayed, allows the item to be marked as "denied" (no copies are approved or will be shipped) |
ISBN |
Displays the International Standard Book Number (generally a 10- or 13-digit number) on the campus requisition |
Title |
Displays the assigned name of the instructional material requested on the campus requisition |
SLC (State List Code) |
Displays the respective state-assigned number associated with the ISBN |
Available |
Displays the total count expected to be on hand within the district warehouse/storage location and ready to distribute to a campus (Available = Storage - Ticketed) |
Campus Transfer |
Provides two related functions to identify materials not being utilized within the district:
- Displays the total storage count located/distributed to other campuses within the district for the respective ISBN
- Clicking on the displayed number opens a window listing each approved campus for the respective title, its total inventory, its eligibility, and its “not in use” storage count
|
Item Status (located below the blue header bar) |
Displays the current status of each ISBN on the campus requisition and provides the "owned," "eligible," "ordered," and "approved" counts of each ISBN on the campus requisition respective to the campus |
Approved Item Summary |
When open, allows the entry of the desired approved number for each ISBN on the campus requisition (this number indicates the count the district intends to ship to the campus) |
Approve Item |
When displayed, applies the count located in the “Approved” field (the grayed-out icon indicates the approved number can no longer be edited) |
Approve All (Located above the blue header bar) |
Applies the counts located in the “Approved” fields for all eligible titles in the grid at one time |
Shipping Tab
Item |
Description |
Prepare Ticket |
When displayed and selected, processes all of the approved items on the campus requisition and places them on the Pick Ticket |
Pick Ticket |
When displayed and selected, creates a report (Pick Ticket) itemizing approved items and their quantities for the district warehouse staff to pull, package up, and ship to the campus |
Re-print Pick Ticket |
When displayed and selected, allows the current Pick Ticket(s) to be reprinted until the respective ISBNs are received at the campus level |
Status (located below the blue header bar) |
Displays the current status of each ISBN on the campus requisition |
ISBN |
Displays the International Standard Book Number (generally a 10- or 13-digit number) on the campus requisition |
Title |
Displays the assigned name of the instructional material requested on the campus requisition |
SLC (State List Code) |
Displays the respective state-assigned number associated with the ISBN |
Available |
Displays the total count expected to be on hand within the district warehouse/storage location and ready to distribute to a campus (Available = Storage - Ticketed) |
Backorder |
Displays the quantity not able to be shipped to the campus due to the district storage count for the ISBN (any quantity higher than zero in this column triggers the campus requisition name to display in red text on the "Single Campus Requisition" grid) |
Approved |
Displays the desired quantity the district intends to ship to the campus (designated on the "Approve" tab) |
# Shipped |
Displays the quantity already shipped to the campus (the ISBN has the status of either "In Transit" or "Complete") |
Ship |
Marks the item as "In Transit" (defined as packed up, loaded on a delivery vehicle, and headed toward the campus) |
Ship All (located above the blue header bar) |
Simultaneously marks/ships as "In Transit" the counts located in the "To Ship" fields for all eligible titles in the grid |
Undo |
Removes an ISBN from the status of "Ticketed" and places it back in the status of "Approved" |
Receiving Tab
Item |
Description |
Status (located below the blue header bar) |
Displays the current status of each ISBN on the campus requisition |
ISBN |
Displays the International Standard Book Number (generally a 10- or 13-digit number) on the campus requisition |
Title |
Displays the assigned name of the instructional material requested on the campus requisition |
SLC (State List Code) |
Displays the respective state-assigned number associated with the ISBN |
Ordered |
Displays the quantity requested respective to the instructional material on the campus requisition |
Copies Sent |
Displays the quantity of item(s) shipped to the campus (if using Quick Ship, this number may be different than the quantity "Ticketed") |
Sent |
Displays the date the respective ticketed items were shipped to the campus |
Ticket # |
Displays the Pick Ticket number |
Received |
Displays the counts to be received on behalf of the campus (the count can be reduced to reflect an incomplete or partial shipment of copies marked "In Transit") |
Receive Item |
Allows the district to receive an "In Transit" shipment on behalf of the campus (campus inventory counts are updated and the item[s] become available to be issued to individuals on the campus when the shipment is received) |
Receive All (located above the blue header bar) |
Simultaneously receives all ISBNs listed for the "In Transit" shipment on behalf of the campus |
Edit Campus Requisition Page
Item |
Description |
Requisition Name |
Displays the name given to the campus requisition (must be unique) |
Campus Name |
Displays the name of the campus associated with the campus requisition |
Notes |
Displays the notes entered regarding the items within the campus requisition for communication purposes between the campus and the district |
ISBN |
Displays the International Standard Book Number (generally a 10- or 13-digit number) requested on the campus requisition (grayed-out ISBNs are campus-owned items) |
Title |
Displays the assigned name of the instructional material requested on the campus requisition |
Publisher |
Name of the company that publishes the respective instructional material |
SLC (State List Code) |
Displays the respective state-assigned number associated with the ISBN |
Price |
Suggested replacement price for a single copy |
Teacher Enrollment |
Displays the number of teachers scheduled to teach classes utilizing the selected ISBN for this campus (book-course relationships are required for this to calculate accurately) |
Student Enrollment |
Displays the number of students scheduled to attend classes utilizing the selected ISBN for this campus (book-course relationships are required for this to calculate accurately) |
Total Eligibility |
Displays the total number of individuals ("Teacher Enrollment" + "Student Enrollment"), multiplied by the assigned campus eligibility percentage assigned for this ISBN (book-course relationships are required for this to calculate accurately) |
Copies Owned |
Displays the quantity of the selected ISBN for which the district is holding the campus responsible |
Copies on Order |
Displays the quantity of the selected ISBN already submitted to the district office on a campus requisition and not yet received |
District Available |
Displays the total count expected to be on hand within the district warehouse/storage location and ready to distribute to a campus (Available = Storage – Ticketed) |
Copies Needed |
Displays the quantity the campus is eligible for: "Total Eligibility" subtracted by the "Copies Owned" (book-course relationships are required for this to calculate accurately) |
Copies to Order |
A field to record the additional requested quantity of the selected ISBN to ship to the campus |
Add Textbook to Requisition |
Attaches the ISBN and the "Copies to Order" to this campus requisition |
Save |
Allows changes to be saved after updating the campus requisition |
Report |
Opens the respective PDF file formatted "Campus Requisition Report" as of that moment in time |
Cancel |
Closes the "Edit Requisition" page and displays the "Single Campus Requisitions" page |
Edit Quantity |
Located in each ordered ISBN's row; opens the quantity ordered for the respective ISBN to allow changes |
Remove ISBN from Requisition |
Located in each ordered ISBN's row; removes the respective ISBN from the campus requisition |
Note: A campus requisition can be named anything not used before (per campus). Many districts have naming conventions they ask their campuses to follow. One common naming convention is: [YY] [Campus #] [MMDD]
Pick Tickets can be customized by the district. Review District Preference options for Pick Tickets.