Lesson Notes By Weeks and Term - Senior Secondary 2

TERM – 3^RD TERM

WEEK ONE

Class: Senior Secondary School 2

Age: 16 years

Duration: 40 minutes of 5 periods each

Date:

Subject: STORE KEEPING

Topic: WELCOME TEST/ REQUISITION PROCEDURES

SPECIFIC OBJECTIVES: At the end of the lesson, pupils should be able to

I.) Discuss the procedures for requisition

INSTRUCTIONAL TECHNIQUES: Identification, explanation, questions and answers, demonstration, videos from source

INSTRUCTIONAL MATERIALS: Videos, loud speaker, textbook, pictures,

INSTRUCTIONAL PROCEDURES

PERIOD 1-2

NOTE

WELCOME TEST/ REQUISITION PROCEDURES

The requisition process involves requesting and obtaining items or services needed by a department or organization. Below are the typical procedures for requisition:

1. Identifying Needs: The first step in the requisition process is identifying the items or services needed. This could be done by individual departments based on their operational requirements or through centralized procurement teams.
2. Documenting Requirements: Once the needs are identified, they are documented in a requisition form or system. This document typically includes details such as the description of the item/service needed, quantity required, specifications, delivery deadline, and any other relevant information.
3. Approval Process: The requisition form is then submitted for approval. Depending on the organization's hierarchy and policies, approval may be required from one or multiple levels of authority.
4. Budget Verification: Before approval is granted, the requisition may need to undergo budget verification to ensure that funds are available to fulfill the request.
5. Vendor Selection: Once the requisition is approved, the procurement team (if applicable) proceeds with vendor selection. This involves identifying potential suppliers, obtaining quotes or proposals, evaluating vendor capabilities, and negotiating terms and prices.
6. Purchase Order Generation: After selecting a vendor, a purchase order (PO) is generated. The PO is a legally binding document that outlines the terms and conditions of the purchase, including the item/service details, quantity, price, delivery date, and payment terms.
7. Vendor Confirmation: The PO is sent to the selected vendor, who confirms acceptance of the order. Any discrepancies or changes to the order are resolved at this stage to ensure alignment between the buyer and the vendor.
8. Delivery and Receipt: Upon receiving the items or services, the receiving department verifies that the delivery matches the details specified in the PO.
9. Invoice Processing: After verifying the delivery, the vendor submits an invoice for payment. The invoice is compared against the PO and receiving documents to ensure accuracy before processing payment.
10. Payment Approval and Processing: The invoice undergoes approval for payment, usually by the finance or accounting department. Once approved, payment is processed according to the agreed-upon payment terms, which may involve issuing a check, initiating a bank transfer, or processing electronic payments.
11. Record Keeping: Finally, all documents related to the requisition process, including the requisition form, PO, receiving reports, invoices, and payment records, are filed and maintained for record-keeping and audit purposes.

EVALUATION: 1. Identify and describe briefly all the procedures of requisitioning.

CLASSWORK: As in evaluation

CONCLUSION: The teacher commends the students positively