Non-Financial Requisitions Process

Overview

The Requisition module is used to record all non-financial requisitions. An approval process has been added for easy management. 

A Requestion can be created unlinked or from a Request for Purchase or a Request for Quotation. 

Navigation: Main Menu > Operations > Requisitions.

Transport and Landing Cost

For a Requisition for Transport, there are two relevant Categories.

• Transport - DN: This Category is used when delivering Finished Goods. (For more information, see: DN with Transport Cost)

• Transport - GR: This Category is used when Receiving Stock. This works in tandem with the Landing Cost functionality. (For more information, see GR with Landed Cost)

Procurement 

Lookup Fields for Requestor, Manager, Head, Department and Priority has been made available to assign staff involved in the Purchasing Process and set the Priority Level.

How to approve a Requisition

Manual Checklists enable approvals of different tiers with set Dependencies.  An Automatic Check checks data validity, and includes the Debit account, Supplier and Reference.

To request approval, follow the steps below: 

1. Click on the drop-down arrow on the Approval (button) 

2. Click Email Approval Request. 

   • Note: An Email be sent to the next approver.

How to create a Purchase Order

A Custom Action creates a Purchase Order from a Requisition. Based on the Category, either a Purchase Order or Purchase Order - Landing Cost is created. 

To create a Purchase Order, follow the steps below: 

1. Click Actions (button)> Copy to Purchase Order.