University of Houston Requisition Workflow. Topics Covered. Business Unit Selection Choosing a Buyer Budget Check FIRST!! Security Roles for Creators and Approvers Choose the correct Approval Path Attaching/uploading backup documents Some Requisition Reminders
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University of HoustonRequisition Workflow
Choose the correct BU when you create the requisition:
When processing a requisition in workflow you must Budget Check before you can Approve the requisition.
Dept/Coll/Div – Purchasing
Requisitions that do not need Research or OCG approval
“R” and “K” contracts
2. Dept/Coll/Div - Research HEAF – Purchasing
Purchases using a fund 1043 (Research HEAF)
3. Dept/Coll/Div - OCG – Purchasing
Purchase of equipment in the last six (6) months of a grant
All backup documents must be uploaded to the requisition.
Regular Requisitions – vendor quotes, sole source requests, and/or UH forms required
“R” and “K” contracts – contract signed by all parties
The following is a demonstration of how to enter a requisition into workflow.