Module Overview:
The Requisitions module gives you the ability to manage the creation of a Purchase Requisition, the Review and Approval of the Purchase Requisition, and converting this into a standard Workbench Purchase Order.
The overall purpose is to separate the functions of "Requisitioning," i.e. "I need these goods or services, can someone please buy them" from the actual "Purchasing" process, i.e. "I need to raise a PO for these goods or services." The Requisitioning process is more suitable to be initiated by a larger group of people than the Purchasing process.
Requisitions contain very similar data to POs, meaning data does not need to be entered again once the Requisition process is complete. An Approved Purchase Requisition will have all the data required to create an approved PO.
The Purchase Requisition process allows for user-defined multi-step Workflows allowing both Review and Approval.
There may be multiple user-defined types of Review e.g. Value and Technical Reviews. Value Review has cost limits, while Technical Review does not have value limits. Each Review Type may be sequential (e.g. in ascending value order) or simultaneous (the Technical Reviews may be done in any order)
There can only be a single Approver of any Purchase Requisition, based on value limits. Approval takes place only after the defined Reviews have taken place.
The specific Reviewers and Approvers are defined in Workflow Schemas defined by the user. These Schemas are applied to a Purchase Requisition via its Job, derived from settings for the PR type, the Job, the Profit Centre of the Job or the Financial Company of the Job.
The generation of the Workflow is by exception; if there is not setup for the selected Job use the settings on the Profit Centre of the Job.
Options are provided to Decline, Cancel, or return the Purchase Requisition to the Requester for change.
Once a Purchase Requisition is Approved it may be converted to a Purchase Order by a user with the Procurer Role. The created PO can automatically be Approved based on the Purchase Requisition having been Approved and the setting of the 'PO Creation type'.
A Purchase Requisition may be split across one or more Purchase Orders.
Stock Requisitions are consolidated in their own module.
Features:
• Delegations to Alternate Reviewers or Approvers
• Internal messaging function throughout the process
• Email reminders (immediate for review/approvals and scheduled-assigned to Editor Role)
• Audit Trails for key field changes (Job Code, Cost, Quantity, Item Details, Supplier and Activity)
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PO CreationTypes:Set up necessary PO CreationTypes to determine the outcome of the requisition. Workflow Types:
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Workflow Schemas:Create appropriate schemas for your company's requisition and approval process. Requisition Roles:Assign the appropriate roles to Users based on the functions they will be performing.
Requisition Permissions:These permissions are included in the above Roles based on their intended function. |
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Child Pages:
Child pages (Children Display) | ||||
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