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HOW TO: Create a High Value Purchase Requisition using PALWeb

Summary: The Purchase Requisition is an authorization to commit departmental funds. PALWeb can be used to order equipment, supplies or services through the UCI Purchasing Department.

For general information refer to Purchase Requisitions/Purchase Order Changes - Guidelines - 707-11

A Purchase Requisition is NOT a Purchase Order. Do not give the number to a Vendor.

What you should doHow you should do it
1Request access to PAL (Purchasing/Accounting Link) online system
  1. Use e-Login to obtain a Login ID and password for PAL and other administrative systems.
  2. Follow departmental procedures for getting approval to access campus administrative systems.
  3. The DSA (Department Security Administrator) will grant access using SAMS (Security Access Maintenance System).

2Obtain and review internal requisition
  1. Check for authorized signatures/approvals based upon departmental policy.

3Training
  1. Training is available but not required.
4Enter requisition data
  1. In SNAP, select the Buying tab, then PALWeb.
  2. Select 'Requisition (D)'.
  3. Refer to User Guide for detailed information regarding PALWeb.

5Finalize requisition
  1. Complete and authorize online requisition.
  2. Send relevant documentation, noting the Requisition number, to Purchasing (quotes, sole source justification, etc.)
  3. Although discouraged, if prepayment is required, complete 'Check Request Form' and send to Purchasing. Include the Requisition # in the 'Purchase No.' field.

Once the requisition is authorized online, it will print in the Purchasing Department for processing.

6Retain departmental documentation
  1. Documentation consists of:
    • Internal requisition
    • Hard copy of purchase order (Optional)
    • Copy of invoice
    • Quotation / competitive quote if applicable
    • Proof of delivery (packing and/or delivery slip)
    • Additional notes, if applicable
  2. Documentation must be maintained according to UC Records Disposition Schedule. It may then be disposed of in recycle bins or trash receptacles.

Give us your feedback. Send your comments to us.

Need an expert? Contact the Office of Information Technology (OIT) Help Desk at (949) 824-8500 for PALWeb questions. Contact a UCI Purchasing Department Buyer for Purchasing Policy related questions.

Notice: University policies supersede information in this document.


Author: Rebecca W. Riggs  Last published: 09/24/2009