Process a Single Campus Requisition

"Campus Requisitions" is a process to increase the inventory at the campus level. It can be placed by the campus or the district to order/requisition items supplied by the district. The district tracks all campus requisitions. Processing a requisition includes the approval process, ticketing process, and shipping process. When opening the “Single Campus Requisition Details” page, it will automatically load the respective tab (Approve, Shipping, or Receiving) based on the next step in the processing of the campus requisition.

1.  Navigation:
2. District View
3. Inventory
4. Orders
5. Campus Requisitions
6. Single Campus
7. Edit a Single Req

Approve a Campus Requisition

The approval process allows the district to evaluate the campus' eligibility regarding the materials they are requesting in the campus requisition. The eligible quantity of each ISBN is based on established Book/Course Relationship(s).

1. Click on Inventory, located on the Navigation Bar.
2. Under the Orders subcategory, click on Campus Requisitions. This opens the “Campus Requisitions” page.
3. Verify the tab is selected.
4. Search for the desired existing campus requisition.
5. Click on Details located on the respective campus requisition's row. This opens the "Receive Campus Requisitions" page. (Requisitions in the status of Submitted will open the Approve tab by default. Other statuses may require the selection of the Approve tab.)
6. Evaluate each ISBN's quantity in the Ordered field.
7. You have three options in the approval process:
   1. Approve the ordered quantity by clicking on Approve Item, located on the same row.
   2. Approve a lower quantity than ordered by editing the Approved column to the desired amount and then click on Approve Item, located on the same row.
   3. Deny the ISBN ordered by clicking on Deny, located on the same row (no copies are approved or will be shipped).
8. Click on Previous Page to return to the "Single Campus Requisitions" page or begin the ticketing process.

Ticket Approved Items

The ticketing process allows the district to identify the "To Ship" quantity (based on district availability and approved counts), create a Pick Ticket for the approved ISBNs, and ship/mark the respective items as "In Transit." Pick Tickets are used by the district warehouse to pull the respective ISBNs and quantities to package in preparation to ship to the campus.

Pick Tickets can be customized by the district. Review "District Preference" options.

This is not the only method to generate a Pick Ticket for approved ISBNs. Review "Ticket By ISBN" for large volumes of requisitions regarding the same ISBNs.

This process will also identify any back orders (defined as quantities not able to be shipped to the campus due to the district storage count).

1. Click on Inventory, located on the Navigation Bar.
2. Under the "Orders" subcategory, click on Campus Requisitions. This opens the "Campus Requisitions" page.
3. Verify the tab is selected.
4. Search for the desired existing campus requisition.
5. Click on Details located on the respective campus requisition's row. This opens the "Receive Campus Requisitions" page. (Requisitions in the status of "In Progress" and line items in the status of "Approved" will open the "Shipping tab" by default. Other statuses may require the selection of the "Shipping" tab.)
6. Evaluate each ISBN's quantity in the "To Ship" field. Lower the "To Ship" quantity if necessary.
7. Click on Prepare Ticket to prepare the Pick Ticket. This updates the respective ISBNs to a line-item status of "Ticketed."
8. Click on Pick Ticket to launch the Pick Ticket in a PDF reader. Print, save, and/or close the file using the PDF reader's controls.
9. Click on Previous Page to return to the "Single Campus Requisition" page or begin the shipping process.

Ship Ticketed Items

The shipping process marks/ships the requisition in the status of "In Transit." Packaged items, with a copy of the respective Pick Ticket, placed or ready to be placed on a delivery vehicle are reflected in Instructional Materials Management as "In Transit". Campuses cannot receive a shipment unless it is in the status of “In Transit”. Once a requisition is in the status of "In Transit", the shipped items must be received prior to any additional items (from the same requisition) being placed "In Transit".

This is not the only method to ship items. Review Quick Ship to place requisitions into "In Transit" by Pick Ticket number.

1. Click on Inventory, located on the Navigation Bar.
2. Under the "Orders" subcategory, click on Campus Requisitions. This opens the "Campus Requisitions" page.
3. Verify the tab is selected.
4. Search for the desired existing campus requisition.
5. Click on Details located on the respective campus requisition's row. (Requisitions in the status of "In Progress" and line items in the status of "Ticketed" will open the Shipping tab by default. Other statuses may require the selection of the Shipping tab.)
6. Evaluate each ISBN's quantity in the "To Ship" field. Lower the "To Ship" quantity if necessary.
7. Click on Ship, located on the same row as the ISBN. This updates the line-item status and the campus requisition status to "In Transit" and moves the item to the bottom of the "Shipping" grid.
8. Click on Previous Page to return to the "Single Campus Requisitions" page or begin the optional receiving process.