Introduction
Purpose
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.
Procedure
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.
Exceptions
None.
Related Requirements
External Regulations and Consequences
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 |