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NOTE: The new Purchase Requisitions feature was built to integrate with Encumbrance Management. This feature is not designed to function with Purchase Order Commitments.
In Microsoft Dynamics GP2013 R2, users have ability to enter Purchase Requisitions and have it tie into other functionality within Microsoft Dynamics GP.
The Purchase Requisition can be routed through the new Workflow 2.0 functionality. You will be able to order Inventory or Non-Inventoried items. You will be able to have them purchased directly in Microsoft Dynamics GP and linked to the Purchase Order. You will be able to drill back on the Purchase Order Link and view the Purchase Requisition.
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 Purchasing Requester can enter transaction dimension codes for the general ledger account using Analytical Accounting.
Navigation is streamlined for the requester to see a requisition status or enter a requisition. And because it’s part of Microsoft Dynamics GP, the requisition can be routed through a workflow process you create using new workflow functionality. You will only see requisitions you enter. Purchase Requisition is unique because less information is required for data entry: requisition number, date and item description.
When Requisitions were designed there was a few setup items created for a Procurement App to release in the future of the product. Those items can be found under Procurement Featured Items (POP Setup > Requisition Setup > Procurement Recommended Items) and in Item Maintenance Options - In this window you will now see “Include in Catalog” and Procurement. Currently these items are not being used in the shipping Dynamics GP product.
Click HERE for documentation and VIDEO!
Please ignore my previous comment. I found the answer.
How do we setup workflow similar to Business Portal so we can define who the requester's approver is based on a dollar level? Is there any administrator or end user documentation with a bit more detail than the Word doc available on this blog available in a downloadable document?
Thanks for the usual cooperation and efforts. There is an issue with the Dimension Code lookup on the analytical requisition entry form. I have posted this on MSConnect
Further details can be found here
Hi Bill, there is no conversion, I would get as much as you can approved and then you setup new. Thanks Terry
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