PO Requisitions
The PURCHASE REQUISITIONS module provides authorized employees a convenient and efficient way to process requisitions.
Employees use the Web to enter, review, and approve/reject purchase requisitions for expense, capital and inventory purchases.
Once the requisition has been approved, the buyer uses the Expandable Workbench function to convert the requisition to a purchase order. Any time a requisition is amended, approved or rejected, the system automatically notifies key personnel.
All functions use Expandable security and licensing.
MODULE FEATURES
Three Requisition Category Types
- Expense
- Capital
- Inventory
Requestors/Approvers
- Assign default buyer and requisition routing
- Define approval dollar maximums for approvers
Approval Routings
- Based on organizational hierarchy
- Optional finance reviewer
- Optional project manager reviewer
- Requisitions are routed to the next level until an approver has the required level for the amount being requested
Alternate Approvers/Buyers
- Define alternate approvers and their effective date ranges
- Buyer option for front-end or back-end processing
Requisition Entry
- Item ID or Description
- Requested Delivery Date
- Quantity and Unit of Measure
- Optional Items
- Price, Vendor
- Expense Account
- Job, Comments
Lot Transaction Tracking
Other Key Features
- Delegation of authority
- Skip levels approval to expedite
- Confidential requisitions
- Notes and attachments
KEY BENEFITS
- Save time in purchasing
- Reduce inefficient paper systems
- Increase purchase order accuracy
- Enhanced control and visibility during the requisition to receipt process
SYSTEM REQUIREMENTS
- Expandable Version 8.4 or higher
- Web Server – IIS 6.0 or higher
- .NET Framework Version 2.0
- Internet Explorer, Version 6.0 or higher
Enter and/or edit purchase order requisitions in Expandable using your Web browser