Hi,
Let me answer some.
Requisitions
- The ability to add comments whether approving or rejecting, ability to reject back to the requisitioner. If rejecting, can it be set up as mandatory to add a comment?
Yes . It not mandatory to add comment when rejecting. But it can be customized
- Is the system clever enough to recognise a scenario when the individual raising a requisition is the work order manager (first line of approval) and automatically send to the next approver in the workflow?
Yes, it does recognise it by using the position hierarchy setup.
- Can we add mandatory fields to the requisition?
Out of the Box, there are mandatory field. Extra mandatory field can be added via personalization and customisation.
- Document archive for attaching documents to the requisitions - for example, invoices?
Yes, you can attach documents.
- Does the system have the ability to split the individual lines over different cost centers by value or percentage? If so, how does this work?
Yes, for each lines, you can select financial dimensions : Cost center, department...
- Are you able to amend per line through the approval stages?
Yes.
- Able to add comments for separate lines or a copy button available for adding to all lines?
Yes, there is a field for each lines to add extra text....
- Can you set time thresholds so if an approver in the workflow hasn't approved/rejected in a certain timeframe it will time out and move onto the next approver?
Yes, this is done while configuring the workflow.
- Can the requisition be converted foreign currency to GBP and hold both values so that the requisition workflow can check the sterling value for financial delegation?
This is not clear to me.
- Is there a requisition workflow map available to show the name and delegation level of each approver with the date and time and detail of the action, i.e. approved, parked or rejected - is this available in reporting?
Yes, Available for each requisition document.
Purchase Orders
- Does the system have the ability to amend payment terms on the Purchase Order after it's been created?
Yes, amendment can be done and document will be subjected for approval.
- Do Purchase Orders have the option to set up an automated GRN?
- Do admin users of Procurement & Sourcing module have the ability to re-open closed Purchase Order's if required?
- Can you amend purchase order lines without going into the workflow? This is paramount as we add new lines and reduce the commitment on the original line.
- Can you change the name/supplier ID on the Purchase Order?
- Ability to add relevant notes?
- Are we able to choose if a Purchase Order goes back into workflow for amendment?
Yes,
