Purchase Requisitions, Orders & Receiving 

Working with Requisitions

See how to create a purchase requisition and add supporting documentation. Learn how to approve a purchase requisition and confirm the charge account name and number. You can also search for requisitions and associated purchase orders, duplicate a requisition, withdraw and edit a requisition or prepare a requisition for another requester. After receiving your item, find out how to locate your purchase order and create a receipt.

Once you review the self-help docs, test your purchasing skills in the training environment. Remember to use the “Company Single Sign-On" button to log in with your TU username and password.

Make Approvals Work for You

Stratus routes requisitions to the cost center manager (CCM) for approval. However, if needed departments can choose to have CCMs reroute requisitions to an initial approver (like a technical specialist) before CCM approval. Departments have the flexibility to determine and implement a process that works best for their area.

Anyone Can Enter Receiving

In Stratus, anyone can enter receiving for a purchase order. It's recommended to create a receipt as soon as an item is delivered or service is rendered to ensure an error-free payment process. Creating a receipt also allows for attachments and documenting complex transactions. If needed, the system can trigger an email notification to confirm receipt so Accounts Payable can process invoice payment, though it should be noted that this method doesn't allow for attachments.

Departments can choose to designate one person to be their official receiver, or have each requester do their own receiving.  We encourage supervisors to establish their own processes based on what works best for their department.

Tips & Tricks

It’s helpful to use filters when searching for receipts, requisitions or purchase orders. Try filtering by when you have “Items Due.” You can choose whatever timeframe applies to your situation. We find selecting “last 7 days” often works best.

You can open duplicate tabs to make working in Stratus easier. Once logged in, right-click on the browser tab, then choose duplicate. You can now work in both windows. When you perform an action in the duplicate window, refresh the original window to see the action reflected there as well. 

Learn More

Access training materials, FAQ, the Stratus glossary and more on the Stratus Training webpage. Contact the project team with general questions or a change agent with specific questions about a process for your office. For assistance after completing training, sign up for a one-on-one session with a Stratus expert.