Requisitions

Campus Requisitions in Instructional Materials Management allow campuses or districts to request additional instructional materials from district inventory. This process supports inventory distribution and includes approval, ticketing, and shipping workflows to ensure accurate tracking and fulfillment of requested materials.

Each campus requisition moves through multiple stages: Approve, Ticketing, and Shipping. When opening a requisition, the system automatically displays the appropriate tab based on the next required action.

Approve a Campus Requisition

The approval process allows the district to review requested materials and determine eligibility based on established book-to-course relationships.

Navigate to Campus Requisitions using the following path:

1. Navigation:
2. Inventory
3. Orders
4. Campus Requisitions

1. Go to Campus Requisitions and confirm the Single Campus tab is selected.
2. Use Search to locate the requisition.
3. Click Details to open the requisition. (Requisitions with a status of "Submitted" open in the "Approve" tab.)
4. Review the "Ordered" quantity for each ISBN.
5. Select an action for each ISBN:
   • Approve Item to approve the full requested quantity.
   • Adjust the "Approved" quantity, then select Approve Item to approve a partial quantity.
   • Select Deny to reject the item (no quantity will be shipped).
6. Click Previous Page or continue to the ticketing process.

Ticket Approved Items (Pick Ticket Process)

The ticketing process prepares approved items for shipment by generating a “Pick Ticket.” This document is used by warehouse staff to pull and package materials.

1. Open the requisition from the Campus Requisitions screen.
2. Navigate to the Shipping tab (for items in "Approved" status).
3. Review and adjust the To Ship quantity if needed.
4. Click Prepare Ticket to generate the Pick Ticket and update item status to Ticketed.
5. Click Pick Ticket to open the PDF. Print or save as needed.
6. Return to the previous screen or continue to shipping.

If the district does not have enough inventory to fulfill the request, the remaining quantity is marked as a "Back Order."

Ship Ticketed Items

The shipping process marks items as "In Transit" and prepares them for delivery to the campus. Items must be in this status before they can be received by the campus.

1. Open the requisition and navigate to the Shipping tab.
2. Verify or adjust the To Ship quantities.
3. Click Ship for each ISBN to mark items as "In Transit."
4. The requisition status updates to "In Transit," and items move to the bottom of the grid.
5. Return to the previous screen or continue processing.

Additional items from the same requisition cannot be shipped until previously shipped items are received by the campus.

Approve Tab Features

• Campus Transfer: Displays available inventory at other campuses for the selected ISBN
• Selecting the transfer value opens a detailed view of campus inventory, eligibility, and available quantities.
• Approve All: Applies approved quantities for all eligible items at once

Shipping Tab Features

• Re-Print Pick Ticket: Allows reprinting of pick tickets until items are received
• BackOrder indicator: Requisitions with back-ordered items display in red text
• Undo: Reverts an item from "Ticketed" back to "Approved" before shipping
• Ship All: Ships all eligible items at once and updates their status to "In Transit"