Setup & Configuration
The suggested setup order for the Requisitions application is as follows:
Configure Company Settings
Configuration at the Company level is performed by the admin user.
See Company for further information.
Supplier / Inventory
If supplier and inventory information and pricing is to be used on requisitions, enable this setting.
See Suppliers for further information.
See Inventory for further information.
Costing Providers
If requisitions require costing before approval, enable this setting and define the users who are able to Cost requisitions within the organisation. This setting will apply for all users unless overridden on individual user accounts.
Requisitions Approvers
If requisition approval is required, enable this setting and define the users who are able to Approve requisitions within the organisation. This setting will apply for all users unless overridden on individual user accounts.
Note: If requisition approval is disabled at Company level, then requisitions will not require approval unless subject to an Approval Process (except for users where requisition approval is enabled at User Account level)
Approval Process
See Approval Process
If Approval Process is enabled then requisitions will be subject to additional levels of approval dependent on their value. If Requisition Approvers is also enabled then this process occurs after a user in the Requisitions Approvers list approves the requisition.
Requisition Fulfillers
If requisitions require fulfilment after approval, enable this setting and define the users who are able to fulfil requisitions within the organisation. This setting will apply for all users unless overridden on individual user accounts.
Configure User Settings
See Users for further information.
Costing Providers
If any users costing requirements that differ from the Company setting, then set them for the individual user accounts.
Requisitions Approvers
If any users have requisition approval requirements that differ from the Company setting, then set them for the individual user accounts.
Example: Bill and Holly are the requisition approvers for the Company. Therefore Bill and Holly both have the CEO, Rachael, set as their requisition approver. Rachael's requisitions do not normally require approval so she has requisition approval disabled.
Approval Process
This setting can be enabled or disabled for individual user accounts, which overrides the company setting.
Requisition Fulfillers
If any users fulfilment requirements that differ from the Company setting, then set them for the individual user accounts.
Name and Configure Dimensions
Decide if Dimensions are to be used to analyse Requisitions. See Application -> Setup & Configuration
Create or Upload Dimensions
See Dimensions for further information
Create Requisition Types
Create or Upload Suppliers, Inventory & Price Lists
See Suppliers, Inventory & Price List