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Requisitions Overview

requisitions_dashboard

The Requisitions application provides visibility of requisition status through all stages of the process.

Multiple levels of approval, dependent on requisition value, can be defined with the Approval Process option.

Requisition Status

During processing a requisition may move through one or more of the following stages:

  • Pending: The requisition has not yet been submitted for processing and is visible only to the originating user.
  • Cancelled: The requisition has been canceled by the submitter.
  • Submitted: The requisition has been submitted for processing.
  • CostingFailed: It was not possible to cost the requisition.
  • Costed: The requisition has been costed.
  • RequisitionDeclined: The requisition has been declined.
  • InApprovalProcess: The requisition is currently in the approval process.
  • RequisitionApproved: The requisition has been approved.
  • FulfilmentFailed: It was not possible to fulfill the requisition.
  • FulfilmentInProgress: Requisition fulfilment is currently in progress.
  • FulfilmentCompleted: Requisition fulfilment has been completed.
  • Completed: The requisition is complete.

Requisition Dashboard

Quick Entry

Quick Entry Users can quickly create requisitions and track them through the costing, approval and fulfilment process.

Requisitions

The Requisitions option shows a list of the user's current requisitions, together with their current status, and allows requisitions to be edited or new requisitions to be created.

Multiple Requisition Types (e.g. Office Supplier, Customer Parts, Accommodation) can be defined, each with differing entry rules.

Requisitions can be recorded against Dimensions, e.g. Customer, Project, Phase to aid later analysis.

Costing

Enables authorised users to add inventory, supplier and costing information to requisitions using the Costing option.

Approval

Enables authorised users to Approve and Decline requisitions, or delegate Approval tasks to a more appropriate user using the Approval option.

Fulfillment

Enables authorised users to mark requisitions as fulfilled using the Fulfilment option.

Requisitions Manager

Requisition Manager allows a user who is designated as an Requisition Manager to manage requisition data when there is an issue i.e. the nominated approver is unexpectedly absent or is suspended, but still has requisitions awaiting approval in their in tray. NOTE The Requisitions Manager option shows ALL requisitions for all users.

Suppliers

If supplier or inventory information and pricing is to be used on requisitions

See Suppliers for further information.

  • Note - the Inventory option resides in the Administration section of your Dashboard

    See Inventory for further information.

Requisition Types

Multiple Requisition Types (e.g. Office Supplier, Customer Parts, Accommodation) can be defined, each with differing entry rules.

Approval Thresholds

The Approval Process option allows multiple levels of approval, dependant on requisition value to be defined.

Price List

The Price List system allows you to maintain inventory prices for each supplier.

Offline

Offline Requisitions can be entered while your device is offline (subject to your offline data being refreshed).

Reporting

Several flexible reports are available in the Report Manager that enable requisitions data to be analysed in various ways. If required, report output can be exported to an Excel spreadsheet or CSV file, for further analysis or import into an external system.