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Fulfilment

Nominated users will have the fulfilment option in their menu. The option has a badge showing the number of fulfilment items awaiting.

requisitions_fulfilment_menu

Selecting Fulfilment will display the Requisition Fulfilment list.

Select the item to be fulfilled and tap the Item Menu.

requisitions_fulfilment_list

The fulfiller can review a list of Approved requisitions and perform the following actions:

  • Start fulfilment (e.g. when an order has been placed with a supplier)
  • Complete fulfilment (e.g. when the goods or services have been received)
  • Fail fulfilment (e.g. if it was not possible to obtain the requested goods or services)

Item Menu

View

Opens a view of the requisition.

Process

Displays the process status of the requisition.

requisitions_fulfilment_start

Start

Open the costing view with the Action set to "Fulfilment Started".

requisitions_fulfilment_start

The user can enter notes on the fulfilment which will be added to the requisition history. They can also enter a Fulfilment Reference, which would typically be a supplier order reference.

Once confirmed, the requisition will show a status of Fulfilment In Progress until the fulfilment is completed or failed.

Complete

Open the costing view with the Action set to "Fulfilment Complete".

Fail

Open the costing view with the Action set to "Fulfilment Failed".

The user will be required to enter notes explaining why it has not been possible to fulfil the requisition, which will be added to the requisition history. Once confirmed, the requisition will be returned to the submitter with a status of Fulfilment Failed.

History

Displays the history of the requisition.

requisitions_current_history

Comments

Displays all comments that have been added to the requisition and enables you to add new comments. Comments can be added to a requisition at any stage.

requisitions_current_comments

Attachments

Enables you to view the files (e.g. images, PDF documents) attached to the requisition.