Purchase requisition functionality was first introduced into
By utilizing the new self-service user type and the improved web client functionality in GP2016, you can now implement a web-based purchase requisition process across your organization at a relatively low cost. In addition, the enhanced workflow functionality can be deployed to create approval steps and hierarchies for purchase requisitions. Managers can view requisitions and associated attachments from within Outlook and approve, reject or delegate tasks.
The requisition entry window allows users to enter detailed information about their purchase requests. They can also attach supporting documentation and monitor the workflow history. The requisition entry process is less rigid than creating
A new “Procurement” home page section has also been added in Dynamics GP to assist the user is monitoring all of their submitted and approved requisitions.
The web client functionality is now supported across all devices and browsers. This greatly enhances the user experience and accessibility of the system and creates better opportunities for integrating processes that have traditionally been managed outside of the accounting system. This can eliminate the need for a paper trail and manual approvals.
Upon approval, requisitions can be automatically converted into purchase order documents. The system maintains the link between the original requisition and the purchase order with drill-back functionality. For auditing purposes, you can drill back from the vendor invoice to the purchase receipt and the purchase order and then back to the original requisition with workflow approval history and supporting documentation.
The Resource Group has also customized the purchase requisition window to meet specific client requirements.
For more information about purchase requisitions, workflow approval, and web client functionality in Dynamics GP,
By Tim Tobias, The Resource Group