MDGP 2013 R2 Feature of the Day: Purchase Requisitions

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The second Feature of the Day covered is Purchase Requisitions which ties into Purchase Order Processing and is also workflow enabled. Both workflow and purchase requisitions are entirely new replacements for the old Business Portal and Dynamics Workflow modules which, unlike their predecessors, live within the Microsoft Dynamics GP client and are not dependent on SharePoint.

Navigation is streamlined for the requester to see a requisition status or enter a requisition using a new Purchasing Requisition Navigation List and can route the requisition through a workflow process created using new workflow functionality; when requisitions are submitted, they will route through the active workflow:

Purchasing Requisitions Navigation List

Purchase requisitions differ from purchase orders because less information is required for data entry: requisition number, date and item description. Items can be entered from inventory or non-inventory and attach documents to the requisition to send to the purchasing agent. The user entering requisitions will only see the requisitions they have entered:

Purchase Requisition Entry

The purchasing agent can purchase from the navigation list, requisition inquiry or in requisition entry. When they choose to purchase, the purchase orders will be suggested with vendors, item, quantity and costs and the purchase agent can verify or update this information before generating the PO’s.

The purchasing agent can combine requisitions, link requisitions to open purchase orders or create one or more purchase orders from a single requisition. There are Setup options which allow companies flexibility in how PO’s are created.

Purchase Orders Preview

Although not explicitly mentioned by Microsoft there is a screenshot of what looks like a new home page:

Purchase Requisition Status

This feature is targeted at the following roles:

  • Purchasing Agent
  • Purchasing Manager

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

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