1226.1 - University of North Carolina at Chapel Hill Procedure for Creating a Requisition



Procedure provides guidance on creating a requisition inside of the ConnectCarolina system.

Scope of Applicability

All University of North Carolina at Chapel Hill ("UNC-Chapel Hill" or "University") Faculty and Staff that have the requisitioner role within ConnectCarolina.


A requisition is created in ConnectCarolina and routed for approval based on criteria established by the head of the relevant University department.

Forms and Instructions

  • From the Finance menu in ConnectCarolina, the document creator will choose "eProcurement" from the drop-down menu, then "Requisition."
  • The document creator will be required to check the budget balance available, based on the chartfield lines on the requisition, prior to submission.
  • The document will then be routed for approval for the next approval level based on the criteria established by the University department, school, or division.

Instructions and training materials can be found on the UNC-Chapel Hill Finance and Budget Training page.



Related Requirements

External Regulations and Consequences

  • None.

University Policies, Standards, and Procedures

Contact Information

Policy Contact
Subject Contact Telephone Fax E-Mail
Authorized purchase of goods and services Purchasing Services 919-962-3774 919-962-0636 purchasing_team@unc.edu


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Article ID: 131420
Thu 4/8/21 9:08 PM
Sun 8/28/22 2:44 PM
Responsible Unit
School, Department, or other organizational unit issuing this document.
Finance and Budget
Issuing Officer
Name of the document Issuing Officer. This is the individual whose organizational authority covers the policy scope and who is primarily responsible for the policy.
Issuing Officer Title
Title of the person who is primarily responsible for issuing this policy.
Director of Purchasing Services
Next Review
Date on which the next document review is due.
12/09/2021 12:00 AM
Last Review
Date on which the most recent document review was completed.
12/09/2020 3:15 PM
Last Revised
Date on which the most recent changes to this document were approved.
12/09/2020 3:15 PM
Effective Date
If the date on which this document became/becomes enforceable differs from the Origination or Last Revision, this attribute reflects the date on which it is/was enforcable.
12/09/2020 3:15 PM
Date on which the original version of this document was first made official.
07/12/2010 12:00 AM