Manage Requisition Search Functionality
Use the search functionality in the Purchase Requisition module to view basic information about Catalog Requisitions created and submitted in Bronco Hub. View details like name of the requisition requester, amount of the request and requisition approval status. Visit the Reviewing Requisition Status job aid for more details.
Requisition Lifecycle – Campus Transaction Dashboard
Run the Requisition Lifecycle – Campus Transaction Dashboard to view information like encumbrance details, related Purchase Order (PO) number, Invoice number and funding segment string used to code the transaction.
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
Run the Requisitions – Campus Transaction Dashboard to view details like approval status, reimbursement amount, reimbursement status, date of reimbursement and funding segment string used to code the transaction.
Purchase Orders – Campus Transaction Dashboard
Run the Purchase Orders – Campus Transaction Dashboard to view details like Purchase Order creation date, related requisition line status, requisition type, and funding segment string used to code the transaction.
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
The Budget vs Actuals (BvA) Reports should be reviewed 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.