This information serves as a guideline for the creation of requisitions and purchase orders pertaining to all CSUSM Corporation Business Operations. For Campus Programs and Sponsored Projects, these guidelines are applicable after the Project Agreement Form has been setup and approved.
What is a Requisition?
How is a requisition different from a Purchase Order?
Do I need to submit a requisition in order to have a PO created?
What do I need before starting a Requisition?
You will need to have the following information in order to successfully submit a requisition.
What is the process to submit a requisition?
Requisitions are submitted completely online through the Common Financial System (CFS). This site can be accessed with campus login information at http://my.csusm.edu.
To submit a requisition in CFS, please review a step-by-step procedure or video tutorial. Once a requisition is properly submitted, it is received and reviewed by CSUSM Corporation. CSUSM Corporation will check the requisition for proper approving authority. Once complete, the requisition will be turned into a Purchase Order.
What documentation is needed for a requisition?
What information should be listed in the Header comments of a requisition?
Who Approves the Requisitions?
What are the next steps once submitted?
Once it has been submitted...
How do I print a Requisition once submitted?
How do I print a PO once created?
How do I see what charges have been made against the PO?
How do I pay an invoice against a PO?
How do I change/amend a PO once it has been created?
A purchase order amendment is an intended change request to an existing purchase order.
Changes on Purchase Orders, including the closure or cancellation of a PO, can be requested by completing a Purchase Order Amendment Form (Select: AX-CSUSM_Corporation-PO_Amendment)*. This should then be submitted to firstname.lastname@example.org.
* all eSignature forms have changed to Adobe Sign
Justin Cox (email@example.com) - Requisition and PO processing
Janelle Temnick (firstname.lastname@example.org) - Requisition and PO requirements