The twelfth Feature of the Day covered is Requisition Management Integration Points . Purchase Requisitions has been written to integrate with several other areas of Dynamics GP such as Doc Attach, Encumbrance Management and SmartLists:
The main integration points are:
- Attachments, using Document Attachment functionality, can be added to a requisition or line; these attachments can flow to the Purchase Order.
- When Encumbrance Management is enabled, the budget is checked for the requisition line account number and if there isn’t budget available, a warning is given to the requester. A reviewer can later review and approve or cancel the requisition line.
- The requester can enter transaction dimension codes for the general ledger account using Analytical Accounting.
- Default reports are added with SmartList favorites, Excel Reports and SQL Reporting Services reports.
I’ll be keeping a close eye on this feature as I am slightly surprised to see Encumbrance Management picked out as a key integration area without seeing Purchase Order Commitments similarly mentioned.
This feature is targeted at the following roles: