Requisitions

Process Requisitions

Product Catalogs

Requisition Settings

The Requisition function helps to enhance a company's requisition process by making sure that requisitions are correctly accepted before ordering a product or a service. The responsibility for ordering requisitions can be handed to a few key people. An accepted requisition proposal is made into an order based on which product or service is delivered. The purchase invoice corresponding to the requisition will be matched with the order to automate the posting and acceptance of the purchase invoice.

1. A requisition is created in the application on the Create Requisition page by entering the data pertaining to the requisition. Attachments, such as offers, can be added to the transaction.
2. The requisition is then moved to the Accept processing step. Requisitions can also be approved during saving without workflow.
3. The accepted requisition proposal progresses into an order. The supplier supplies the ordered commodity or service, after which the order is marked as received.
4. A purchase invoice based on the order arrives. The main user saves the invoice in the application like any other invoice. The invoice is matched with the ordered requisition using the Order Matching function. The invoice is matched with the correct order based on the order number in the Order Ref field of the invoice.
5. An invoice can be accepted on the basis of matching if the purchase invoice matches the order. If invoices are not approved based on matching, they are processed and approved normally.
6. Posting is automatically done for an invoice, if posting rules are defined for the requisition or for the supplier.

Matched purchase invoices are marked in the requisition. Respectively, matched requisitions are marked in the purchase invoice. This enables searching matched requisitions through a purchase invoice, and vice versa.

Requisitions are automatically archived.