Requisition Search Functionality
Use the search functionality in the Purchase Requisition module to view basic information about Requisitions created and submitted in Bronco Hub. View details like name of the requisition requester, amount of the request and requisition approval status and remaining encumbrance. Visit the Reviewing Requisition Status job aid for more details.
Requisition Lifecycle – Campus Transaction Dashboard
Use the Requisition Lifecycle – Campus Transaction Dashboard to view encumbrance details, associated Purchase Order (PO) number, Invoice number, funding segment string used to code the transaction and other details.
Confirm the accuracy of the funding segment string used for requisitions. If an incorrect segment string was used to code a transaction, a Payables Correction must be submitted. Visit Financial Transaction Corrections for more information.
Requisitions – Campus Transaction Dashboard
Use the Requisitions – Campus Transaction Dashboard to view approval status, reimbursement amount, reimbursement status, date of reimbursement, funding segment string used to code the transaction and other details.
Purchase Orders – Campus Transaction Dashboard
Use the Purchase Orders – Campus Transaction Dashboard to view Purchase Order creation date, related requisition line status, requisition type, funding segment string used to code the transaction and other details.
Transaction Approval Dashboard
Run the Transaction Approval Dashboard to view approval status information for Requisitions submitted by your department. This dashboard should be used to identify where transactions are currently at in the approval process or to review the approval history.
Department Financial Summary Review
Prior to approving financial transactions, the department funding source person is responsible for confirming the availability of funds.
For transactions coded to an appropriated fund, run the Remaining Appropriated Budget Report. This report provides a summary of the remaining budget for appropriated funding sources.
For transactions coded to a local fund, run the Local Budget Variance Report. This report provides a summary of the budget and actual expenses for local funding sources.
Appropriated and Local Summary – BvA
Run the Budget vs Actuals (BvA) Reports at least once per month to monitor department-specific financial activity for combinations of funding segment string values by fund. For more information about BvA Reporting, visit Financial Reporting.