Purchase Requisitions Workflow for Dynamics GP
Workflow Purchase Requisition App for Dynamics GP gives you the power to enhance, manage and control all steps of requisitioning process.
- Employees can open and track their purchase requests via a self-service web portal and easy to use requisition entry.
- Purchase requisitions get automatically routed to appropriate approvers based on the business rules specified in the configurable workflow.
- Approved requisitions are converted into purchase orders in Dynamics GP.
- The requisition system also allows creation and tracking of PO receipts against purchase orders which shortens fulfillment process and help accurately track items.
The Purchase Requisitions app eliminates unnecessary spending while enforcing corporate policies, which in-turn leads to improving employee productivity by minimizing manual processes, paper-based forms and associated errors.
Features
Web-based Purchase Requisition Submission
Submit purchase requisitions through a wizard-style web form. The requisition form is seamlessly integrated with Dynamics GP.
Users can look up vendors and items. Unit of measure, cost, and location gets defaulted in from Dynamics GP. They can also enter non-inventoried items and add notes and attachments, leading to increased productivity and user satisfaction.
Multi-Level Purchase Requisition Approvals
Route purchase requisitions through a hierarchy of approvals, including technical, managerial, and executive approvals. The approvers have the option to approve, reject, ask for changes, or request additional information.
Email notifications keep the requisitions moving and increase process visibility. The approval functions are also accessible via email clients and smart phones for users on the go.
Extensible Purchase Requisition Workflow and Routing Rules
The power behind Requisition Management for Dynamics GP is the graphical workflow designer and visual coordinator, which lets you define flexible approval routing logic based on any field in the requisition form or associated vendor or item records.
The requisition workflow can also be extended to include additional steps, such as:
- Stock request from the warehouse
- Approval of attached documents
- Allocation of costs to a project
- Cost center of GL account.
Purchase Requisition Workflow can also trigger other workflows, like purchase order approval and AP voucher approval.