Requisition Management

Requisition Management is an easy to deploy and easy to use system that allows you to automate parts of your purchase requisition process, and integrates directly to GP.  Requisition Management is included in the Advanced Management version of GP.  It does require the deployment of Business Portal.

The set up is fairly straight forward, requiring the following configurations:

• Company defaults
• Approval hierarchy and approval limits
• Business Portal role assignment to users

I created a short video to walk through part of this process.

Requisition Management is also fairly easy to use and integrates directly with GP, creating PO’s for approved requisitions.

The process is essentially this:

• Create a requisition, and submit for approval
• Approve the requisition, and submit to purchaser
• Final review and approval, and automatically create PO in GP

I created another short video to show this process in action.

There are generally two shortcomings I come across when determining a good fit for Requisition Management:

1. For any given requisition creator, there is only one available approval routing.  The system cannot be configured to automatically route a requisition to different approval paths depending on what is being requested, e.g. a laptop computer request would not be routed differently than a trade show attendance request.  This can be somewhat mitigated by allowing requisition creators to select who will approve their requests, but then this defeats a common control that organizations look for when considering a requisition system.
2. A requisition with multiple lines has to be approved, rejected, or deleted in total.  There is no ability to manage these processes on an individual line basis.

But with that said, if an organization is wishing to replace a manual requisition process, Requisition Management is a good first step.