Purchase
Requisitions includes all that is needed for entering, and electronically
routing, and approving requisitions as well as converting requisitions to
purchase orders.
Gives you
on-line purchase requisitions. You can enter detailed purchasing
specifications for items, suggest vendors, maintain vendor quotes, accounting
information, and shipping dates required. Provides an on-line approval
process.
You can
limit approval and routing workflow functions to a department or employee.
Unlimited Route to Recipients can be defined. Each user can be
restricted to use GL accounts in a requisition based upon assigned GL account
ranges.
Each
recipient can be assigned a sequence that then is used to determine if a
recipient will not receive the Purchase Requisition until others required to
approve the requisition do so. Recipients can approve or deny
requisitions after they review the requisition. Notes can be entered in
the approval screen communicating with the requesting department as to why the
requisition was denied.
A Dollar
Limit can be assigned to a route so the route can only be assigned to
Requisitions that do not exceed the limit. Routes are valid for
assignment to a Requisition based on the requesting employee, department, and
dollar amount.
Once a
Requisition has been routed, no changes can be made unless the Requisition
routed status is withdrawn using the revise function. This ensures those
required to approve will be see the final version of the requisition but
allows the flexibility to change a requisition using the prescribed revise
procedure also.
Transfers
requisition data automatically to the purchasing department, allowing buyers
to edit the data, and fill regular Purchase Requisitions by creating a
Purchase Order
Limits a requester’s access to specific
expenditure accounts for use on requisitions and Purchase Requisitions. This access can be limited by user,
department, or by account type.
Provides validation of
available budget against the appropriate budget year as each item is entered with option
to validate, on line, at the line item account level or at the category within a
department level. Provides an
on-line approval process.
When
converting the Requisition to a Purchase Order you may choose to use any
existing Purchase Order or a New Purchase Order. When using an existing
Purchase Order the option to append or consolidate any item already on the
Purchase Order is presented. You can also split Requisitions into
multiple Purchase Orders by allowing you to select the quantities and lines to
be converted.
Unlimited
Purchase Orders can be used to fill a Requisition. Unlimited
Requisitions can be used to update a Purchase Order. When the last item
left to be filled on the Requisition is filled, the Requisition status is
automatically updated to complete.
Electronic Routing and Approvals. Routing provides better communication
and control of purchase request.
Budgetary Control. Putting budget information in the hands of personnel
entering requisitions makes provides better awareness of budget constraints.
Integration. The requisition, purchasing, and inventory processes are all
on-line to expedite turnaround. Automatic conversion of Requisitions to
Purchase Orders saves purchasing staff time.
|
Purchase Requisition Reports |
Purchase Requisition Screens |
|
Open Purchase Requisitions |
Purchase Requisition Entry |
| |
Routing
Entry |
|
Purchase Requisition Inquiries |
Approve Purchase
Requisitions |
|
Purchase Requisition
History |
Fill Purchase Requisitions |
|
Purchase Requisition
Inquiry |
|
| |
|
