A purchase requisition is required for purchases of $5,000 or more and must be submitted electronically through Banner. Employees with the appropriate Banner access may create and submit requisitions.
Before Submitting a Requisition
- Obtain the required written quote or quotes in accordance with the College’s procurement policies and procedures.
- Confirm that you have Banner access and permission to use the appropriate FOAP (fund-organization-account-program).
- Enter the most appropriate commodity code, when applicable. View commodity codes
- Record the requisition number on the quote and all supporting documentation.
- Email the quote and supporting documentation to procurement@lafayette.edu.
The approved quote will be attached to the purchase order issued to the vendor.
Helpful Links:
◇ Instructions for creating and reviewing requisitions
◇ Request Banner or FOAP access
◇ Finance and Business forms
Approving Online Purchase Requisitions
After a requisition is submitted, Banner routes it to the appropriate approvers based on the FOAP, purchase amount, and type of purchase.
If a finance document is awaiting your approval, you will receive a daily email reminder. To review and approve a document, log in to Banner Self-Service and follow the Instructions for Approving Documents.
Requisition creators may also use the Approve Documents function to disapprove a requisition they submitted. This returns the requisition to “In Process” status so it can be reopened, revised, and resubmitted.
Tracking Online Purchase Requisitions
- Log in. Open Banner Self-Service.
- Open the document search. In the Finance section, select View Document.
- Select the document type. Choose Requisition.
- Locate the requisition. Enter the document number, which begins with “R,” or search by selecting the Document Number button.
- Review the status. Select View Requisition to review the document or Approval History to see who has approved, denied, or has not yet reviewed it.