The most common types of requisitions are Standard Goods and Direct Payment. With a Standard Goods order, you order materials or services and wait for them to be delivered before the District pays for them. This type will require you to use the ERP receiving module to report receiving the ordered products. This enables the Business Office to pay the vendor. Without your acknowledgment of the delivery, the system will not allow the Business Office to make a payment.
The second type is direct payment. In this case, the Business Office will automatically generate a payment for this vendor once an invoice has been received. The Requester does not need to receive the PO in ERP. This is used for items such as postage, subscriptions, and dues.
The following chart has been developed to assist you in determining what order type to select. The requirements column explains how the requisition must be entered to comply with auditing and federal/state regulation requirements.
| TYPE | ACRONYM | DESCRIPTION | REQUIREMENTS | RECEIVING |
|---|---|---|---|---|
| GOOD/SERVICES | STAN | Items or services that will be received. Shipping line item required. | Must have unit prices and quantities. Items entered by line. Maximum 25 lines of items. | Must be received by item |
| DIRECT PAYMENT | CHK | Examples: Reimbursement, subscriptions, dues, membership fees, postage, or student admissions. | May have quantities and unit prices such as miles or number of students. Must have BOSC ticket number on the requisition to be approved. | No receiving required. Payment is automatically generated in Business Office with proper documentation. |
| STUDENT TUITION | STUI | TO BE USED BY SPECIAL ED ONLY. Encumber funds for full school year | Quantity is the number of school days. Unit price is the daily tuition rate. One line per student. | Must be received by line item and quantity |
| OPEN ORDER | OPOR | For emergency purchases/services only with prior approval. | One line that states emergency purchases/services for the school year. With the detail of TYPE of service/purchase. | Must be received. Use the comments field to identify invoice number and amount to pay NOT QUANTITIES |
| DATA IMPORT FROM EDS | EDS | TO BE USED BY BUSINESS OFFICE ONLY. Requisitions are automatically generated from Ed Data Services. | Must have unit prices and quantities. Items entered by line. | Department ordering supplies from Ed Data must receive these orders in ERP. |
Revision:
1
Last modified:
25 March 2025