Dynamics GP Requisition Management Processing is easy to implement. It just requires a basic install of SharePoint and Business Portal. It’s a pretty simple requisition system, but if you’re now processing purchase order requisitions manually, the Dynamics GP Requisition Management system is a good first step up.
These are some of the features you’ll like:
- There’s an approval tree that can include individuals and groups.
- There is a direct link to the Dynamics GP Purchase Order module.
- You can set up messaging to alert individuals in the approval tree that action is required.
- The requisitioner can view the approval progress and see when the purchase has been received.
- The requisition entry screen can be modified to allow only the key fields you want to display.
There are two restrictions that I usually point out about the Dynamics GP Requisition Management system:
- The approval routing for a specific requisition cannot be dynamically altered by the system to account for various attributes of the requisition, e.g. you can’t have computer equipment requisitions automatically routed to the IT dept. and capital asset requisitions automatically routed to the controller. It is a fixed approval routing, but it does allow for users to manually change the routing for specific requisitions if configured as such.
- Requisitions have to be approved or rejected in total. there is no line item approval/rejection.
Here is a video that shows this module being used:
About Rose Business Solutions
Founded in 1991, Rose Business Solutions is a leading business systems and implementation group in Southern California. It has assisted hundreds of small and mid-sized companies globally to implement Microsoft Dynamics applications either in the cloud or on-premise to become more productive, and profitable through the use of technology. With a highly skilled and experienced staff of certified accountants and industry professionals, Rose Business Solutions distinguishes itself from other value-added resellers on its high commitment to customer service. In 2000, it founded RoseASP, a division dedicated to hosting financial, accounting and customer relationship management solutions and related modules for the company’s clients and partners. For more information about Rose Business Solutions, visit www.rosebizinc.com.
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