Articles (13)

Changing the Requester on Requisitions

Reassigning all your requisitions to another user to allow for other individual to manage through remainder of procure to pay process. This will only change requistions that are still in an open status.

Correcting a Receipt

Correcting the amount for a previously receipted good or service.

Create a Non-Catalog Requisition

How to use the requisition process to order goods and services not available via the Procurement Catalogs.

Create Non-Catalog Requisition Shopping List

How to build and use shopping lists to simplify the requisition process for items purchased regularly which are not available in the Procurement Catalogs.

Create Procurement Catalogs Requisition

How to use the requisitioning process to order catalog items. Shopping within the marketplace tool and bring a shopping cart back to the requisition then follow the regular process flow for ordering goods.

Edit Purchase Orders

How to modify and manage existing purchase orders through the change order process.

Manage Supplier Returns

How to return goods or correct the receipt for services.

Modify Requisition

How to modify a requisition before or after it has been submitted, prior to approval.

Monitoring the Procure-to-Pay Process

The procure-to-pay process within WyoCloud. Tracking a transaction from requisition submission through purchase order then payment.

Receive Goods & Services

How to receive goods and services.

Setting Favorite Accounts for Requisitions

• How to set frequently used chart strings and POET information as favorites in the Requisition Shop.
• Utilizing previously created favorite chart strings and POET information when entering billing information into a requisition.

Setting Requisition Preferences

Requisition preferences allow for updating Deliver-to Location, a critical step to ensure proper delivery of goods.