Prerequisites
Before you begin, make sure you have the following:
Access to Asite: Ensure you have the necessary permissions to raise a requisition.
Project form: needs to completed
Step-by-Step Guide to Raising a Requisition
Step 1: Log in to the Asite Platform
Open your web browser and navigate to the Asite Marketplace platform.
On the top-right of homepage, click 'Login'
A pop-up will open, asking for the following information
Email Address
Password - If you have forgotten your password, you can reset this by clicking on 'Forgot Password?'
4. Click 'Login'
If your login was successful, you will be taken back to the home page, however you should now see your name and your last login time and date in the top-right corner.
Step 2: Access the Requisition Module
After logging in, click the Purchasing tab across the top header of the page
You will now see two tabs Requisitions and Purchase orders along the top left
Click on the Requisition tab to enter the requisition area.
Step 4: Create a New Requisition
In the requisition module, click on the New Requisition button on the top right of the page.
A requisition form will appear. Fill out the form with the necessary details.
Step 5: Fill Out the Requisition Form
Requisition Title: Enter a clear and descriptive title for the requisition.
Requisition: Select Hire or Manual
Requisition Type: Select whether this is a manual requisition or a catalogue requisition
Date required: Enter the date you require the items by
Department: Select the department that requires the goods or services.
Material: Select the material type (drop down available depending on your organisation data required)
Contract Name: Select contract name from drop down
Contract Number: This will be auto populated from the Contract name selected
Contract Location: Select location address from the drop down list
Contract address: This will auto populate the address from the contract location selected
Special Instructions: Any additional information can be entered here
Once entered the above information select next which will take you to the next form to add line-item details
Items Required:
For each line item complete the below fields
commodity code (Non-mandatory)
Part number (Non-mandatory)
Item Description
Quantity
UOM
Price (Non-mandatory)
Amount will be a calculation based on the price
WBS code Enter the appropriate budget code(s) associated with this requisition
You will also have the option to add a further 4 custom fields (Only the project administrator will have access to create these fields)
Attachments option available.
Step 5: Review and Submit the Requisition
Review all the information entered to ensure accuracy.
Once satisfied, click on the Submit button to send the requisition for approval to the associated approver set up in the contract form.
Step 6: Track the Requisition Status
After submission, you can track the status of your requisition in the Requisition listing page.
Frequently Asked Questions (FAQs)
Q1: How do I know if my requisition was approved?
A1: You can track the status of your requisition in the Requisition listing page. You will also receive notifications via email or within the Asite platform once it has been approved or if further action is needed.
Q2: Can I edit a requisition after it has been submitted?
A2: Once it has been submitted edits are not possible.
Conclusion
Raising a requisition on Marketplace is a straightforward process once you are familiar with the steps involved. By following this guide, you should be able to create and submit requisitions efficiently and track their progress through the approval workflow. If you encounter any issues, consult your procurement department or the Asite support team for further assistance.