Requisition Management
WHAT IT DOES FOR YOU
The Requisition Management component brings an
organization into the electronic age for processing of
purchase order requests. From the initial requester
through all approval stages to the purchasing agent the
process is handled electronically. The module
provides an electronic routing system, opportunity to
comment and return requests, date and user stamped
history of the process, easy inquiry and full reporting
capabilities at any stage through purchasing and
receipt of product.
HOW IT WORKS
An approval tree is key to the Requisition
Management module. At the top of each approval
tree are the individuals who can ultimately order the
products and create the purchase orders. Below that
top level are as many approval levels as required for
an organization, typically one to three and at the
bottom is the entry level for starting requisitions. An individual employee may be both an entry level
requester as well as an approver. A single employee
may have entry rights in multiple trees, such as when
an administrative assistant serves more than one
department. The module is integrated with the AccuFund Inventory module, allowing lookup of
inventory and non-inventory items for recent
history, preferred vendors and pricing
information.
Each employee has a view of the status of his/her
requisitions through a simple folder-based browse
screen. By clicking on the folders the user has an
at-a-glance view of every requisition initiated by them
as well as any waiting for approval by them. As items
are received through the receiving screens in the
AccuFund Accounts Payable module, the requisitions
are updated with their current status.
OTHER FEATURES
Other features of Requisition Management include:
• On screen history of all approvals and disapprovals
• At final approval, system may be set to automatically
create purchase orders in the PO system
• For approvers, an agent may be added to the task bar to
alert them when requisitions are awaiting their
approval
• Approvers may "reach down" multiple levels if an
intermediate level approver is not available
• On denial or approval, approvers may add comments
to the requisition form
• AccuFund stores signatures for printing on forms tied
to approval levels
• Order stock, non-stock and service items
• When printing requisitions, they may be Emailed
directly from the module as a PDF attachment
• Requisition Management must be installed with the
Purchase Order/Inventory module and may be
integrated with third party accounting products
COMPONENT INTEGRATION
The Requisition Management module is integrated with
the following modules:
• General Ledger - All accounting information is posted
to the requested column for inclusion in reporting as
desired by your organization
• Purchasing and Inventory - Requisitions are a front-end approval system for the purchase orders. Once fully
approved they become available to be included in
purchase orders.
COMPONENT AVAILABILITY
The Requisition Management module must be purchased
in conjunction with the Purchasing and Inventorymodule, but does not require the AccuFund Accounting
Suite. It may be integrated with other accounting
systems.
STANDARD REPORTS/TEMPLATES PROVIDED
All modules utilize the AccuFund Reports/Forms
Designer. This functionality allows each
organization to customize the provided reports to
meet their unique needs. Sample reports/templates
included with the Requisition Management module include:
• Requisition document
• Requisition activity
• Requisition status
