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

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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

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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