Procurement Training & Resources

To change these details, click on the requisition line description link in the cart.

To update the requisition's delivery and billing details, click the pencil icon next to the line item.

If you're unable to update, please ensure you are clicking outside the box after making your changes and you have the correct Source and Cost Center combination.

To add additional people, click on the cost center manager’s name, and the "Add Approver" option will become visible. Once you click on Add approvers a search box will appear.

• Tip: Search by first name.

To split a cost center, click the pencil icon next to the line item. Scroll down to the bottom of the page to find the billing information, then click the three-dotted menu. Select the "Split" option to create a second distribution. Enter the charge account details as needed.

• Note: You need to know the correct Source and Cost Center combination before entering. The Alias feature is not available in RSSP.

• Tip: After entering the source and cost center information, click outside the box to ensure the system registers your input.

Yes, the receiving process is still the same as in the classic version. Only the requisition process has been updated.

To save a requisition for later, while in the cart, click the Actions tab in the top right corner. You’ll see the Save for Later option.

No, the process will remain the same. You will still need to submit a new requisition for the initial purchase order and indicate any changes in the description.

If your requisition contains supplier information:

1. After entering your requisition details, click Add to Cart on the first line. A confirmation prompt will appear with the option "Create Another Request."

2. Click this option, and a new page will open to create another line with the same supplier.

3. Repeat this process for each line item you wish to add.

Note: You will only see the "Create Another Request" option in the confirmation prompt if your requisition contains supplier information. If you choose to X out of the prompt, it will clear the form, allowing you to enter new details for a second line. However, this will require you to re-enter the supplier information.

If you requisition does not contain supplier information:

Once you complete filling out the information for a requisition without supplier information, you will not see the option to Create Another Request. After adding the requisition to the cart, you can:

1. Simply X out of the prompt and enter the second line’s requisition details directly into the requisition form, or

2. Navigate to the Self-Service Procurement tab at the bottom of the page, select Create Non-Catalog Request, and enter the new line details there.

To add an additional line item to a requisition saved for later or in draft status:

1. Navigate to the My Requisitions page, search for, and select the requisition you wish to complete.

2. You will be taken to the Cart.

3. At the bottom of the page, select the Self-Service Procurement option. This will take you to the page containing the Create Non-Catalog Request button.

4. Click the Create Non-Catalog Request button to add a new item.

5. Follow the directions in Step A to continue adding additional lines as needed.

From Stratus Notification Bell

1. Under action required, click on the Requisition hyperlink that will take you to a separate page for the requisition details.

2. Scroll down to the bottom of the page.

3. Look for the **Edit Requisition** link.

4. Click on it to open the requisition and enter **Approver Edit Mode**.

5. This will allow you to make changes to the requisition before approving it.

6. Navigate through the requisition and make the necessary changes.

7. Once done, click Submit.

8. Wait a minute or two to receive another notification email to approve the requisition.

Tip: You can find the new notification in your Bell Icon, where you can simply click Approve.

From notification Email

1. Scroll down to the bottom of the email and click on the Edit Requisition hyperlink.

2. This will take you into the application, where you'll enter Edit Mode.

3. Navigate through the requisition and make the necessary changes.

4. Once done, click Submit.

5. Wait a minute or two to receive another notification email to approve the requisition.

Tip: You can find the new notification in your Bell Icon, where you can simply click Approve.

• This feature will become available in Release 25A, scheduled for February 2025. In the meantime, if you need to preview your requisition before submission, you can use the Preview Draft Requisitions report as an alternative. The report, titled TU Preview Draft Requisition, can be accessed via the link at the top of the Requisition Cart
• Note that once you Submit the Requisition, email notification will contain a PDF copy of the requisition.  Again 25A, February 2025 will bring the feature to allow you to pull a PDF copy of the requisition before and after submission from within Stratus.

• Navigate to the three-dotted menu located next to your requisition line.

• Click on View Document History.

• This will display a detailed history of your requisition, including key updates and its current status in the workflow.

Yes, all cardholders are responsible for reviewing, reallocating, if necessary, reconciling and submitting their ProCard transactions. By submitting, card holders approve their expense reports. After submission, expense reports will be reviewed and approved by their supervisor, cost center manager and financial steward.

The cardholder’s transactions would be approved by their supervisor and financial stewards so for auditing purposes, this is sufficient.

No. Students will not have a Stratus Financials login.

Yes. A cardholder will be able to  reallocate to other cost centers but the financial stewards and cost center managers of those cost centers need to approve them. The current ProCard reallocation and reconciliation system is going away. There should be open communication with any financial stewards and cost center managers about transactions hitting their budgets.

Yes. Cardholders will still receive a monthly statement via US Bank. However, cardholders are no longer required to submit their signed monthly statement.

The preparation piece of the expense report can be delegated to an admin if desired, but as a Procurement Card holder, it is your responsibility to make sure the transactions are reviewed, correct, and expense reports are completed.

All expense reports are located the top of the expense module. You can also run a report for completed and pending expense reports.

There is an open Service Request with Oracle regarding this issue. If you notice that an expense report ultimately hit your default cost center when you’ve changed from your default to a different cost center, please email the Stratus Financials team with the details.

If cardholder’s are having issues navigating the Stratus, one-on-one training is available to cardholders on how to navigate the expense module and create, approve, and reject an expense report with ease.

Stratus utilizes HCM supervisor hierarchy and home cost center in each of the workflows.  If cardholders wish to change their default cost center, they must submit a request to stratusfinancialsteam AT_TOWSON. However, if there are any changes to the employees HR profiles (i.e. phone number, address, email), this will trigger the HR integration to run and reset the default.  If they notice that their cost center reverts back, another request is needed. Note-changes to the default cost center will only apply to expense items created after the default cost center was updated. This will not retroactively update any existing expense items.

Stratus was designed for all expenses (Travel, Reimbursement, and ProCard Transactions) to utilize the Expense Module. The location field is used for the Travel and Reimbursement Expense Reports, not ProCard Expense report. Cardholder will need to enter this information on the individual line.

Stratus was designed for the Procard transactions to be uploaded daily. Thus, the total number of transactions displayed in the Expense Module will vary. However, all transactions will be available until they are placed on an expense report.

Stratus was not designed to provide spending limits (monthly and single) and available balance. Cardholders will need to login into US Bank to obtain this information. If cardholder need their passwords reset or assistance with the page, they should email pcpa AT_TOWSON.

This is the system’s configuration. Cardholders are strongly encouraged to review each transaction on their expense report to ensure that the type and account numbers are correct.

At this time, this is not an option in Stratus. However, we have a project scheduled in 2023 to review all of the MCC codes and descriptions in Stratus.