How do I submit requisitions? (Connect Online)
Connect Online Accounts Payable
Use Connect Online to create and submit requisitions.
Contents
Watch a video
Before you get started
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You'll need user rights to open the Submit Requisition page. See the help topic titled How do I change Connect Online user permissions?
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If you're using an approval process, you'll also need to set up an approval process for approving requisitions. See the help topic titled How do I add an approval process?
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To see a flowchart of what happens when you submit a requisition, see the help topic titled What happens when I submit a requisition?
Launching the Submit Requisitions page
1. Open My Dashboard.
2. Click the Application button 
.
Applications button on My Dashboard
3. Find the section titled Accounts Payable and then click the link titled Submit Requisitions.
Submit Requisitions link
The New Requisition page displays. This is the page that you will use to submit requisitions.
New Requisition page
Updated 03Jun2018
Submitting requisitions
1. Use the Applications menu (on menu on the left) and click the link to Submit Requisitions.
Applications menu
2. Select Requisition as Type.
The online form shows the fields for submitting a requisition.
Type
3. Fill in the date, requested by, vendor, and department.
4. Enter the requisition details.
Follow the instructions in this section to add items to the requisition.
Click the Add Details link.
Add Detail link
Enter the requisition details.
See the section titled Requisition Details for help filling in each field.
Details section - expanded
To add another detail, click the Add Another Detail button 
at the bottom of the Details section.
6. When you're done entering the requisition details, click the Submit button (in the pane on the right).
Submit button
The requisition is submitted. To view the requisitions that you have submitted, click the link titled View My Requisition Requests. .
Updated 18Jul2018
Requisition details
Use this section to add the requisition details. Clicking the Add Detail link will add another line to the requisition detail section.
Requisition details section on the New Requisition page
Click a row or click the > to expand or collapse a section.
Expand/Collapse Requisition Detail
Description
Enter an item description.
Required by
This is the date when you need the items delivered.
Shipping address
This is the location where you want the item delivered.
GL account (required)
This is the GL account to post the transaction.
GL activity (optional)
You can flag items on a requisition for a GL activity. Use this field if you are using GL activities in the General Ledger.
Quantity
This is the quantity to deliver.
Unit price
This is the cost per unit.
Extended price
This is the extended price.
Freight
This is the freight fee.
Tax rate
This is the tax rate.
Sales tax
This is the sales tax.
Total cost
Enter the total cost.
2019Jan29
Troubleshooting
Do you have user rights to submit requisitions?
Check your User Rights in System Management to find out (System Management > Security > Setup/Modify User Rights). You may need to request assistance from the Caselle or IT administrator. You will need access to Submit Requisitions and View.
Submit Requisition and View
2019Jan29
I can see the New Requisition page, but the there's nothing to select from the Type menu. What's wrong?
You'll need access to Connect Accounts Payable to fix this issue. To set up Connect Accounts Payable to allow users to submit requisitions, see the help topic titled How do I set up AP to submit requisitions?
2019Jan29
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