The purchase requisition process plays a key role in the buying process of an organization. It ensures that fraud is prevented, and organizations get the most value for their money.
Enhance your procurement process on Business Central easily with the ACT: Purchase Requisition & Sourcing app!
Raise paperless purchase requisitions with approval workflows that create an effective audit trail, simply and securely.
Flexible & configurable process flow for the smart Purchaser.Move your purchase requisitions directly into other stages of your procurement process:
Effectively track vendor quotes for purchase requisitions with overviews ofcrucial information to help in decision-making.
See vendor pricing, leadtimes and delivery dates within a single screen.
Intelligent vendorsuggestion gives you the best possible choice based on your vendorselection criteria.
Yes, a simple, one time setup is required for the sourcing and approval workflow. There are 2 easy ways to do so:Path to Create Purchase Requisition and Sourcing Workflow Approval TemplateClick on the Search icon > insert Purchase & Payable Setup in the search bar > Related > Create Purchase Req… Workflow Template/ Create Sourcing Workflow Template.Path to Purchase Requisition Workflow Approval/Sourcing Workflow Approval setupClick on the Search icon > insert Workflows in the search bar > New > New Workflow from Template > Purchase Requisition Approval Workflow/Sourcing Approval Workflow.
Yes, users can use the “Copy Document” function in the Purchase Requisition to quickly copy details from a closed purchase requisition into a new purchase requisition. Data can also be copied from purchase requisitions that have not been closed yet.Path to Copy Document function in Purchase RequisitionIn Purchase Requisition click Process > Copy Document
This app helps users manage vendor sourcing data more easily and efficiently.Users can create purchase requisitions as usual, and leave the vendor number blank in requisition line. After that, create sourcing documents from the purchase requisition. You can then insert details received from your vendors in the sourcing document.From here, decision makers can view all data related to the purchase requisition and choose which vendor to purchase from, directly creating a purchase order from the sourcing document. The system will automatically close the related purchase requisitions and sourcing documents after your purchase order is posted.Path to create Sourcing Document from Purchase RequisitionIn Purchase Requisition click Process > Create Sourcing DocumentPath to get Purchase Requisition Line from Sourcing DocumentIn Sourcing Document click Process > Get Purchase Requisition > Select Lines > Insert Sourcing PR Line
For purchase requisitions, the Purchase Requisition Report will show the items listed in the purchase requisition lines and along with the item quantity, unit cost, amount and etc. Apart from that, the purchase requisition report will also show the requestor and approver of the purchase requisition.For sourcing documents, there is a Price Comparison report that allows users to view the item differences from different vendor. In the report, user can view unit cost, quantity, total cost, expected receipt date and etc. of items sourced from multiple vendors.Path to Purchase Requisition Report in Purchase RequisitionIn Purchase Requisition click Reports > Purchase RequisitionPath to Price Comparison Report in Sourcing Document In Sourcing Document click Reports > Price Comparison
Users can insert 4 types of procurement lines into purchase requisition line which are:ItemG/L AccountFixed AssetCharge (Item)
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