How to Request Goods or Services

CGI Advantage Procurement provides various methods for users to request goods or services. A method has been created for each type of user:

Casual User - Request goods or services by using Shopper (SHOP).
Experienced User - Request goods or services by using the Procurement Expert Mode.
Procurement Professional - Request goods or services using one of the following different approaches. New Transaction action from within the Requisition State View to associate the new Requisition with an existing procurement. Use the Copy action from within the transaction catalog to create a new requisition with data from an existing transaction, but with no transaction referencing. Use the Copy Forward function to copy forward from Master Agreements or Purchase Orders to requisitions, using the award as a template for the new request. Use the Transaction Catalog to create a new requisition from scratch. Use the Procurement Expert Mode designed for experienced users or Shopper (SHOP) designed for casual users.

A Requisition template can also be created. Any user will then be able to use the Copy action on that template to create his/her own Requisition transaction.