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Entering a Requisition

Owned by Matthew Daniels
Last updated: Feb 05, 2024
4 min read

 

Wengage Login

All information must be typed in ALL CAPS.

Creating a New Requisition

  1. Look for a tab or section labeled "Unsubmitted" within the Wengage's interface.

  2. Once you have clicked the "Unsubmitted Tab," navigate to the upper-right corner of the screen or window.

  1. Look for the button labeled "New".

  2. Click on the "New" button to create a new requisition.

  1. Do not enter anything in the "RQ No" field as it will auto-populate when you save the document.

  1. Set the RQ date as the current date.

  1. Choose "11 (GENERAL FUND)", as it should be the only available option.

  1. Select the correct vendor from the available options.

  1. Fill out the description field with specific details that clearly indicate who the transaction is for and what it pertains to.

All information must be typed in ALL CAPS.

 

Entering a Quote

  1. Please input any desired file name in the designated field.

The File Name box must contain a name.

  1. There's no requirement to select the box adjacent to "Attach and Print with PO." While it won't cause any issues if checked, it's not essential.

  2. Click on the browse button to locate the file you wish to attach.

  1. Finally, click on the "Save" button to store the entered information.

Creating a New Item/Request

  1. Navigate to the "Unsubmitted" tab within the interface.

  1. Click on "Requested" within the Unsubmitted section.

  1. Verify that the "Items" tab is selected; this should be the default view.

  1. Click on the "New" button to create a new request.

  1. Provide a detailed description in the designated field that clearly describes the item(s) or product(s) being purchased. Include specifics such as the name, model, purpose, or any other relevant information to identify the purchase.

 

  1. Enter the following details:

    1. Quantity: Input the number of items being purchased.

    2. Unit Price: Specify the cost per unit of the item.

    3. Discount (if applicable): If there's a discount applied to the purchase, enter the discount amount.

    4. Shipping (if applicable): If there are shipping charges, enter the relevant shipping cost.

 

  1. After filling in the details, click on "Add New" at the bottom to add this item.

 

Associating the Request with a Budget Line (PRP - Purpose):

  1. Access the PRP (Purpose) section in Wengage:

    1. Locate and click on the PRP drop down menu.

 

  1. Select the appropriate budget line:

    1. Begin typing the program name in the provided field.

  2. Choose the correct budget line:

    1. Ensure to select the specific budget line associated with your program. Take note that multiple budgets might share similar words or letters, so be careful in selecting the accurate coding line.

  3. Automatic Coding Line Fill-in:

    1. Upon selecting the budget line, the system should automatically populate the associated coding line for that program.

    2. Except for the “Unit”. You will have to select that one and there will be only one option.

 

  1. Click 'Save' to confirm:

    1. Click on the 'Save' button to store your entered program name and associated coding line.