Requisitions - Purchasing Department

The purchasing process is used to procure goods or services from suppliers, vendors, contractors, etc. Purchases are initiated through a requisition (REQ) created in Banner Finance, but the process it follows may vary depending on cost, complexity, legalities, or uniqueness of the buy. Early involvement of Purchasing is recommended. The REQ initiates the purchasing process.

Send the requisition (REQ) and support documentation (i.e. quote, contract, insurance, pdf of UTS ticket of approval for software purchase, etc.) to your assigned buyer. Review the Requisition Training Manual to determine when an updated W8 or W9 is required.

Once a Requisition is received, it is recorded on the REQ Log. Comments will be added to REQs that are in the queue. Check the REQ Log for status. The REQ Log can be viewed here: REQ Log

Requisition Training Manual: Banner 9 REQ Training

For banner access for requisitioning go to forms.oakland.edu and click on "Banner - Finance Access".

If you have any questions or concerns about the accessibility of the content or documents on this page, please view our Public Accessibility Statement.

Requisition Printing Process

As of July 14, 2021, there is an updated form. Follow these directions to develop a desktop shortcut for the Print Requisition function:

Right click the Start button.
Click Run.
Type \\shares\purchasing\
Right click on the Access Database title "Purchasing New" and choose send to desktop
1. Choosing send to desktop creates a short-cut to the purchase requisition database that can be used at any time, simply double click to open the database.
2. An ODBC login prompt will pop up
  1. If access is denied create a UTS ticket and request ODBC access
3. Login with the current Banner 8 username and password
  1. If an ODBC connection failed error is received, most likely the banner 8 password for the user has expired
  2. Visit the UTS website and locate the Banner Unlock Account / Password Reset Self Service Utility (Employee) to reset
4. Type in the REQ number
5. Click the print preview, print the REQ form to a pdf, save to the desktop and attach to an email to route for approval
6. Once approved, send the REQ to [email protected] along with support documentation for Buyer assignment and PO processing.

Fiscal Year End Procurement

The following dates for purchasing related items can be found in the FY23 Fiscal Year End Plan.

FY24 open in Banner: May 1, 2023 - New Fiscal Year REQs can be created
FY23 Requisitions: June 9, 2023 @ 5:00PM - Last day to submit FY23 requisitions
FY23 PO adjustments: June 16, 2023 @ 5:00PM - Last day to submit a PO adjustments / change orders for FY23 POs

Batch Closure requests should be submitted in an excel format and should be submitted 2 weeks prior to month end.

View the FY23 Fiscal Year End Training Manual.

As of May 1, 2023, FY24 is open in Banner.

Creating REQs for POs to be encumbered in the next fiscal year, the order date and transaction date must be dated July 1, 20XX. The delivery date should be set for July as well, please include an expected delivery date based on delivery date from quote, RFP, etc. Example can be seen in the shown in the Requisitions for FY19 document.