In CSS Block 2, what are the basic steps in processing a requisition?

In CSS Block 2, what are the basic steps in processing a requisition?

• A. Identify requirement, verify supplier, prepare purchase record, obtain approvals, issue requisition, track order, receive goods/services, and close invoice.
• B. Approve all purchases without a requisition.
• C. Send an email to finance with no steps.
• D. Wait for payment before requesting.

Answer: (A)

Processing a requisition follows a clear, end-to-end flow that ensures needs are understood, authorized, and fulfilled efficiently. Start by identifying the requirement and confirming the supplier is eligible to fulfill it. This step makes sure you know exactly what is needed and that the vendor can provide it. Next, prepare the purchase record in the procurement system. This documents the item or service, quantities, specifications, and estimated costs, creating a formal record for the purchase process. Then obtain the necessary approvals according to your authority levels. Approvals ensure compliance with policy and budget constraints before any purchasing action proceeds. After approvals, issue the requisition to initiate the actual purchase. This moves the order into the procurement workflow and provides a traceable request to vendors. Track the order as it progresses so you know delivery timelines and can manage any delays or issues. When goods or services arrive, receive them and verify they match the order and meet quality expectations. This step confirms you’re paying for what was requested. Finally, close the invoice to finalize payment and update financial records, completing the procurement cycle. Skipping any of these steps or omitting the approval, tracking, or receiving processes would weaken controls and disrupt the procurement flow.

Processing a requisition follows a clear, end-to-end flow that ensures needs are understood, authorized, and fulfilled efficiently. Start by identifying the requirement and confirming the supplier is eligible to fulfill it. This step makes sure you know exactly what is needed and that the vendor can provide it.

Next, prepare the purchase record in the procurement system. This documents the item or service, quantities, specifications, and estimated costs, creating a formal record for the purchase process.

Then obtain the necessary approvals according to your authority levels. Approvals ensure compliance with policy and budget constraints before any purchasing action proceeds.

After approvals, issue the requisition to initiate the actual purchase. This moves the order into the procurement workflow and provides a traceable request to vendors.

Track the order as it progresses so you know delivery timelines and can manage any delays or issues.

When goods or services arrive, receive them and verify they match the order and meet quality expectations. This step confirms you’re paying for what was requested.

Finally, close the invoice to finalize payment and update financial records, completing the procurement cycle.

Skipping any of these steps or omitting the approval, tracking, or receiving processes would weaken controls and disrupt the procurement flow.