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Important Notes:

  • This report can be used to search and view requisition, purchase order, and invoices to track encumbrance and expense through the lifecycle of a requisition.

  • If you need to request report access, submit an Access Request Form. When submitting the access request, include the name of the report and any other details that might be needed.

Step 1: Locate and Launch the Report

  1. Access Boise State Reporting Budget & Finance and locate Requisition Lifecycle - Campus Transaction Dashboard.

Tip

There are two views in Boise State Reporting : Card and Listwill display the reports in either a List or Card view.

  • Change your view by selecting either List View or Card View in the upper navigation.

  • By default, this report launches with the category filter set to “All Reports”. If needed, update the Filter by Category drop-down to view reports specific to one area of reporting

  • Favorite commonly used reports by selecting Favorite in card view and the star icon in list view.

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Note

If you need to request report access, submit an Access Request Form. When submitting the access request, include the name of the report and any other details that might be needed.

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Step 2: Enter Search Parameters

  1. Search for Requisitions using the following options:

    1. Segment Values: Leave blank or enter or search for specific Funding Segment String values.

    2. Supplier: Leave blank or search for Supplier to ensure accuracy.

    3. Requisition Number: Leave blank or enter Requisition Number.

    4. PO Number: Leave blank or enter Purchase Order Number.

    5. Encumbered: Leave on All to pull all transactions or change to Yes or No to view only transactions with an outstanding encumbrance or not.

    6. Requested by: Leave blank or search for a Requester Name.

    7. Buyer: Leave blank or search for a Buyer Name.

    8. PO Status: Leave as “All” or select a specific Purchase Order (PO) status to limit results.

  2. After entering specific search parameters, select Apply.

Step 3: View Results and Export Results

  1. The Requisition Lifecycle Query results will display below the search parameters. If needed, you can view the related invoice by selecting the “Link” to the invoice.

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  1. If needed, you may export the output by navigating to the Action (gear) icon in the upper right corner,

    1. Select Export to Excel and Export Current Page.

End of Process

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Need help with the steps above?

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