Log in to Bronco Hub and Access the Requisition module

1. Begin by signing in to Bronco Hub.

2. Select My Organization from the top navigation section of Bronco Hub and then select Purchase Requisitions.

Enter Requisition Line Details

Select More Tasks and select Enter Requisition Line located at the top of the Requisition module.

From the Line Type drop-down, select either Goods (tangible items) or Services (non-tangible).

For Goods, the following fields are required:

• Item Description: Enter detailed information about item being purchased

• Category Name: Type in ALL ITEMS

• Quantity: Enter the quantity of items being purchased

• UOM (Unit of Measure): Type in EA (for each)

• Price: Enter the Price per item (if purchasing more than one, Bronco Hub will calculate the total cost using Quantity field entered above)

For Services, the following fields are required:

• Item Description: Enter detailed information about service being purchased

• Category Name: Type in ALL ITEMS

• Amount: Enter total charge for service

Add Supplier (if applicable)

If known, enter the name of the Supplier in the Supplier field.

Supplier: Select the magnifying glass in the Supplier field. In the next window, type the Supplier name and select "Search". Select the correct supplier from the search results then select "Ok". [select the "Advanced" button in the upper left hand corner to expand search options.].

Update Requisition Requester & Delivery Date (if needed)

The Requester will default to the end-user currently logged into Bronco Hub OR the individual setup in Requisitions Preferences. Modify the requester by searching for the last name first. The supervisor of the Requester will be added to the Approval Workflow.

If the Purchase Requisition request is urgent, update the Urgent field to Yes.
Update the Requested Delivery Date as needed.

Add Project Funding - POET - Information (skip if not applicable)

If the goods/services will paid for using sponsored project funding, enter the following segment details in the Billing section of the line item:

• Project Number: Enter the 10 digit Project segment.

• Task Number: Enter 100001 for all services and non-asset goods and 100002 for taggable asset goods.

• Expenditure Type: Enter the 6 digit account segment.

• Expenditure Organization: Enter the 5 digit department segment.

Add Requisition Line Funding Segment String

Enter the funding string details in the Charge Account field of the Billing section of the line item.

If the payment will be split between different fund sources, select the Split icon and update either the Amount or the Percentage due for each Funding Segment String.

Budget Date: Defaults to the date of Requisition creation. If using Project funding, update the Budget date to match the Expenditure Item Date.

Add Note to Buyer (if needed)

Include a Note to Buyer to communicate information to Purchasing, such as Special Handling Instructions.

Add Requisition Line to Cart

After completing the steps above, select Add to Cart in the upper right corner.

To add more requisition lines, select a new line type (Goods or Service). As additional items are added, the shopping cart will reflect the total number of Requisition Lines included in the Purchase Requisition. Do not select the cart icon until you have finished adding requisition lines.

Review Cart

Once all Requisition Lines have been added, select the shopping cart icon located at the top of the screen.

Select Review.

Enter Justification, Add Attachments and Submit

In the Justification field, enter the business reason supporting the procurement request.

Add supporting documents by selecting the + to the right of Attachments. Quotes and bids are examples of good supporting documentation

After reviewing, adding the justification and attachments:

• Select Save and Close to save the Purchase Requisition and submit at a later time.

• Select Submit to submit the Purchase Requisition into the Standard Approval Workflow.

What’s next:

Once submitted, the Requisition will route to the approvers in the approval workflow.

You can follow-up on approvals, by running the Transaction Approval Dashboard.

After all department approvals are complete, Purchasing will review the Purchase Requisition and assign a Buyer to complete your purchase.

Once the items are received and the invoice is ready for payment, submit the payment request via the Purchase Order Payment Approval (Ok to Pay) Smartsheet.

Need help with the steps above?