Pre Requistion Worksheet Form – Fill Out and Use This PDF

Pre Requistion Worksheet Form PDF Details

Efficient procurement processes in any organization rely heavily on structured and detailed documentation. The Pre-Requisition Worksheet form plays a crucial role in ensuring this efficiency. This form serves as the initial step in purchasing goods or services, aiding in the gathering and organization of critical information needed for the requisition process. It covers essential fields such as the Requisition Number, Purchase Order Number, and whether attachments are required, guiding the requester through a comprehensive data collection phase. Details including the requester’s information, department, budget manager, end user, and location specifics ensure accountability and proper routing of the request through organizational channels. Vendor information is meticulously captured, including the vendor’s name, identification number, contact details, and address, facilitating effective communication and transaction accuracy. The form also prompts for detailed information about the goods or services needed, including descriptions, quantities, unit measurements, prices, and the desired date of delivery. Additionally, it includes provisions for special instructions, enhancing the customization and precision of orders. The financial dimensions of the transaction are addressed through sections for fund account management, encompassing various budgetary elements such as department manager, project, program, and fund source, ensuring alignment with organizational fiscal policies. The worksheet ends with a methodical approach to distribution and record-keeping, emphasizing the importance of attaching a yellow copy to any documents routed to the Purchasing department, with contact information provided for acquiring more forms. Created on May 8, 2003, this document is an indispensable tool for adeptly navigating the complexities of procurement and maintaining budgetary compliance.