Dynamics GP 2015 - Purchase Requisition Setup and Workflow

• Notes
• Requisition Header Comments and Ship to address to not come across to PO Header
• Can approve or reject requisitions via e-mail
• Can only approve or reject entire requisition
• User must have access to GP Web Services (Internal Network)
• Setups
• Install GP Web Services Runtime
• Assign all Windows users involved in workflows to GP User Accounts
• GP>Tools>Setup>Purchasing>Purchasing Setup
• GP>Tools>Setup>Purchasing>Requisition Setup
• GP>Tools>Setup>Company>Workflow>Workflow Maintenance
• Create a workflow with one step for purchase requisition approval
• Mark as active
• Demo Script
• Create 2 Purchase Reqs
• Transactions>Purchasing>Purchase Requisitions
• Submit 2 Purchase Reqs for Approval
• Submit
• Check e-mails
• Approve 1, deny the other
• Drillback into original document
• Check e-mails
• Transfer approved Req to PO
• Pull up requisition>Purchase
• View Inquiries and PO-Req Link
• Purchase>Inquiry>View purchase reqs
• From PO>Line Item click on link by quantity to view Req
• Click Workflow History to view approval history
• Overall Features
• Set requisition numbers
• keep requisition history
• Allow users to see only their own requisitions, or all requisitions
• Define users allowed to approve requisitions
• Send e-mail notifications for request and approval actions
• Can set a time limit for approving before sending to alternate approvers if a task is overdue
• Can require single or multiple approvers
• Shows link between PO and Req