Create a Requisition - Cloned

Learn about the requirements and steps involved in creating a requisition through the ARC System at Columbia University. 

Details

A requisition is a formal request to buy a good or service and creates a pre-encumbrance on the University General Ledger. When a requisition is sourced to a Purchase Order, then dispatched to a supplier, an encumbrance is created.

  • Create a requisition before placing an order with a vendor
  • Check if prior department/budget approval is necessary
  • Verify funding and approval for a purchase prior to initiating or approving a requisition

Once a requisition has received final approval by the Purchasing Department, ARC generates a purchase order and dispatches it to the supplier via email, so be sure to include the correct vendor email on the requisition. 

Purchasing Methods and Requirements

Not all purchasing methods require a requisition. Please refer to the Purchasing Process Quick Guide for details on when to use the following purchasing methods:

  • Voucher Only
  • P-Card
  • Requisitions for Auto-Sourced (Direct) Purchase Order (PO)
  • Requisitions for Central PO
  • For items not using UwPA
ARC Roles and Considerations

Requisitions are requested by a Requestor and then entered into ARC by a Requisitioner. The requisition is then passed on to multiple approvers.

On certain transactions, prior approval may be necessary. Approvers cannot approve their own transactions unless they have security access that permits them to bypass segregation of duties.

Create a Requisition (General)

For general guidance on how to create a requisition in ARC, please refer to the job aid: Purchasing Process Quick Guide, or the web-based training: Creating Requisitions and Managing Purchase Orders.

Capital Lease Requisition 

For guidance on creating a capital lease requisition. 

Multi-Year Requisition 

For guidance on creating a requisition for multi-year service agreement.

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