A requisition is a request for goods/services that requires authorisation by the budget holder before an official purchase order is created. 

Please use our Raising Requisition User Guide

On main menu, select the Procurement module from the left hand side.

In the Requisition section, expand the enquires folder and select Workflow Enquiry - Requisition. Enter the requisition number and press search. You will be able to see the status of the requisition in workflow and also open it up to see the workflow map. 

You can amend a requisition's details before it is authorised but you cannot delete any rows. 

Select the Procurement module form the main menu, expand the Enquiries folder in the Requisition section and select own requisitions.

Click on the highlighted requisition number to open the requisition in the editing screen. 

If you need to delete rows, you will need to close the requisition and raise a separate one. You can do this in the same requisition editing screen but changing the status from active to closed.

Raising Requisitions Guide

You can request a new supplier to be set up via Unit4 ERP New supplier form available. This will then be authorised by an appropriate authorised user and will go to the creditors team for evaluation before being set up.

Supplier Form Guide 

If you require any assistance completing the form, please email fitcreditorpayments@carmarthenshire.gov.uk

If you would like training, please email crfinancesystems@carmarthenshire.gov.uk 

Please refer to our Supplier Form User Guide

There two jobs that run every hour on the system, one that turns the requisitions into purchase orders and another one that creates the purchase order document.

Depending what time the requisition has been authorised depends on what time the requisition will be transferred. 

If you believe that your requisition has been waiting more than two hours to be transferred after being authorised, please email the Systems department. 

If you have a Purchase order that is no longer required, please email CR Finance Systems with the PO number you would like to cancel and the reason for cancelation. 

Please make sure that no invoices relating to the PO have been sent to the payments department or sitting on the system waiting payment. 

On the main menu screen, select 'Your Employment' module to the left hand side. Select 'Activate your substitutes'.

Change the Absence Status to 'I'm currently out of the office' and change the date range to the dates you will be away. 

Can you then Add valid substitutes in the Substitutes field for the date range you require. 

If you are unable to add the user you would like as your substitute, please contact the systems team to assist you.

All substitutes must have the same level of authorisation rights as yourself on the Authorised Signatory List.

Goods Receipting Guide

You should always order actual quantities line by line on a quantity based purchase order to show what is being purchase. 

You should not consolidate your purchases to one line on a quantity based purchase order. Please see financial regulations for more information.

There are Invoice Enquiry reports available in the Reports Menu on Unit4 ERP.

To find them go to Reports - CCC Reports - A.General Reports - Accounts Payable 

Please contact CR Finance Systems

Procurement Guide