MDGP 2013 R2 Feature of the Day: Purchase Requisitions

The 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:

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:

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.

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

This feature is targeted at the following roles:

• Purchasing Agent
• Purchasing Manager