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Requisition What are the icons in the table header for? If your requisition has a Status of 'Pending', 'Auth 1', 'Auth 2' or 'Auth 3' and you are not sure why, please read the Requisition Authorisation Process. If you have any problems regarding this table or if any information is missing, please contact your Purchasing Co-ordinator. This table allows you to complete a new requisition header. This is the first step in placing an order. Account Code You must use an approved Supplier. Refer to the Procurement Office if you cannot find a suitable Approved Supplier. Next Fin. Year? The 'Next Financial Year' box will only appear from 1st to 31st July. If this box is ticked it will take the total cost of your order from next year's budget. Please confirm with your Finance Manager that it is OK to use next year's budget. Delivery Address This changes automatically when you select another Department. Internal Comments This section does not print on the completed Order, but is to be used for noting information which is relevant within the University. Safety Compliant? This must be completed if the item or service you are purchasing has to be compliant with any relevant safety legislation or any University of Sussex Safety Office policies or procedures. You must indicate the relevant safety area the purchase applies to, and by doing so accept that risk assessment will be made or is currently in place. Buyers Guide Checked? This must be ticked after you have read the Buyers Guide. Otherwise the order will not be fully processed and will be sent to your Purchasing Co-ordinator. Refer to Purchasing Co-ordinator? If ticked, the requisition will be sent to your Purchasing Co-ordinator. Some departments have this table set up so that all orders are automatically referred to the Purchasing Co-ordinator. You must save these details before you can enter the actual items you wish to purchase. To do so, click on 'Save' in the table header. This will display the 'Submit', 'Decline' and 'Stores' options. Submit This will submit the requisition for processing and change the status of your requisition. Only the requisition status of 'closed' means that it has been fully processed and has passed all the necessary checks, ready for you to print the order. (The order is now on Symmetry Financials). Decline This will decline the requisition, preventing the goods or services from being ordered. Stores This means that the requisition will not be committed into an order. Instead the items will be provided in-house and an internal recharge can be processed using Web Reports. N.B. Only a Purchasing Co-ordinator can use the 'Stores' button from the status 'pending'. Cancel your Order If you wish to cancel your order after it has been submitted and the status is 'Closed', then the order needs to be cancelled on the finance system Symmetry by your Purchasing Co-ordinator. If the status of your order is not 'Closed', you can use the 'Decline' button.
For help with Sussex Direct, please consult the BIS FAQ or contact the IT Service Desk. Page created by: Helen Moore (last modified 03/06/21 14.51.20)

Requisition

What are the icons in the table header for?

If your requisition has a Status of 'Pending', 'Auth 1', 'Auth 2' or 'Auth 3' and you are not sure why, please read the Requisition Authorisation Process.
If you have any problems regarding this table or if any information is missing, please contact your Purchasing Co-ordinator.

This table allows you to complete a new requisition header. This is the first step in placing an order.

Account Code
You must use an approved Supplier. Refer to the Procurement Office if you cannot find a suitable Approved Supplier.

Next Fin. Year?
The 'Next Financial Year' box will only appear from 1st to 31st July. If this box is ticked it will take the total cost of your order from next year's budget. Please confirm with your Finance Manager that it is OK to use next year's budget.

Delivery Address
This changes automatically when you select another Department.

Internal Comments
This section does not print on the completed Order, but is to be used for noting information which is relevant within the University.

Safety Compliant?
This must be completed if the item or service you are purchasing has to be compliant with any relevant safety legislation or any University of Sussex Safety Office policies or procedures. You must indicate the relevant safety area the purchase applies to, and by doing so accept that risk assessment will be made or is currently in place.

Buyers Guide Checked?
This must be ticked after you have read the Buyers Guide. Otherwise the order will not be fully processed and will be sent to your Purchasing Co-ordinator.

Refer to Purchasing Co-ordinator?
If ticked, the requisition will be sent to your Purchasing Co-ordinator. Some departments have this table set up so that all orders are automatically referred to the Purchasing Co-ordinator.

You must save these details before you can enter the actual items you wish to purchase. To do so, click on 'Save' in the table header. This will display the 'Submit', 'Decline' and 'Stores' options.

Submit
This will submit the requisition for processing and change the status of your requisition. Only the requisition status of 'closed' means that it has been fully processed and has passed all the necessary checks, ready for you to print the order. (The order is now on Symmetry Financials).

Decline
This will decline the requisition, preventing the goods or services from being ordered.

Stores
This means that the requisition will not be committed into an order. Instead the items will be provided in-house and an internal recharge can be processed using Web Reports.
N.B. Only a Purchasing Co-ordinator can use the 'Stores' button from the status 'pending'.

Cancel your Order
If you wish to cancel your order after it has been submitted and the status is 'Closed', then the order needs to be cancelled on the finance system Symmetry by your Purchasing Co-ordinator. If the status of your order is not 'Closed', you can use the 'Decline' button.