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User's Guide to BengalWeb

Requisitions Channel

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Requisitions Channel

Requisitions Masters

Click to see the current list of ReqMasters.

Start a Requisition

For certified ReqMasters and other with permission only. Provides access to create requisitions using Internet Native Banner (INB).

View Documents (Requisition Tracking)

You may view the details of a requisition, view approval history, and track requisition history.

To View the Details of a Requisition:

Note: You will only be able to view documents tied to Index Codes to which you have been granted access. Requisition approvers will also be able to track requisitions through the Approval Alerts channel. To view an online tutorial on requisition approval, click here.

Log in to BengalWeb. Go to the Requisitions channel found on the Purchasing tab, and click on the "View Documents" link. Or, while performing a Budget Query (see Finance Information Channel), click the “View Document” link at the bottom of the screen.

The View Document page appears:

View Document Screen

  1. Click the down arrow next to the Choose type field to select the type of document to view (Requisition, Purchase Order, Invoice, Journal Voucher, Encumbrance, or Direct Cash Receipt).

  2. If document number is known: Enter the document number in the Document Number field.

If document number is NOT known: Click the Document Number button. The Document Lookup page appears:

Document Lookup Screen

Enter known information into the fields provided (one or more asterisked fields must be filled in if you don't know who created the document or on what date it was created, it will generally not be possible to find it).

Your User ID appears by default. Change User ID or leave blank if another user created the document you are searching for.

Click the Execute Query button to see a list of documents, and then select the desired document number.

  1. Click the View Document button.

  2. The selected document will appear.

 

To View Approval History:

Instead of clicking the View Document button in Step #3 above, click the Approval History button instead. A list of approvals required and/or approvals already recorded will appear. If the requisition requires no further approval, the following message will be displayed:

No Approvals Required

 

To Track Requisition History:

Follow the steps above to view your document. When the requisition details appear, scroll down to the bottom of the screen. If it has not yet been turned into a purchase order, you will see this:

No Related Documents Available

However, if the requisition has moved on to the purchase order stage or beyond, a list of related documents will appear. For example:

Related Documents

Click on any of the blue hyperlinks to see the details of related documents.

 

 

 

 

 

 

 

 

 

 

 

 

 

Last Modified: 09/02/09 at 10:34:10 AM