Requisition/Order Management Workflow

	A purchase requisition is a request for the purchase of goods or services that can be electronically routed for approval within an organization. The purchase requisition can be created by selecting items from a catalog or by entering data on an electronic purchase requisition.
	During the creation process, any business rules defined for purchase requisitions are electronically applied to detect and correct any purchase requests  that do not conform to company policies.
	Once a purchase requisition is submitted, it is electronically routed to the correct personnel for approval. Approval routing is based on company-defined approval thresholds.
	Once approved, a purchase request can be flipped to a purchase order, eliminating the need to re-enter purchase information for ordering.
	A purchase order is an official document of purchase sent by the buyer to the seller. It can either be created by ‘flipping’ an approved purchase requisition, or created manually by selecting items from a catalog or entering data on an electronic purchase order.
	During the manual creation process, business rules are electronically applied to purchase orders to detect and correct any purchases  that do not conform to company policies.
	Once a manual purchase order is submitted, it is electronically routed to the correct personnel for approval.  Approval routing is based on company-defined approval thresholds.
	Once approved, a purchase order can be sent to the vendor via snail mail, Email, or electronically to the Supplier Connect module, where approved vendors can access them for fulfillment.

Features and Benefits

Tracking

The ability to track the progress of a transacation at any time during the process and the capability to audit and report on transactions processed through the system makes Apptricity’s  Expense Management software solution the preferred choice over all others.

Tracking Workflow

Many of Apptricity's composite applications utilize a graphical workflow tracking feature to monitor the status of a transaction. Each stage in processing a transaction is recorded with the date the stage was entered, the number of days the transaction was in that stage, and the person responsible for taking action on the transaction at each stage.

The graphical interface is available to anyone with access to the transaction, so the person who created the transaction can see the status of the transaction while it is being processed.

Combine this feature with the auditing feature and the status and history of each transaction is available at the click of a button.

Auditing

Many of Apptricity's composite applications provide easy access to in-progress and completed transactions for auditing purposes. Anyone with access to a transaction can view the details of the transaction at each stage of the process.

Audit reports are generated utilizing an easy to use search feature. Search results can be generated on specific search criteria like person submitting or approving the transaction, transaction status, transaction date. The use of multiple criteria can more specifically target transactions for auditing.

Integration

The Catalog module can be integrated with the Requisition / Order Management module to control purchasing from pre-approved channels. Once requisitions managed through the Requisition / Order Management module are approved, they can be electronically 'flipped' to purchase orders eliminating the need to re-enter the same data on another form. Utilizing the Supplier Connect module, electronic purchase orders can be sent directly to the appropriate vendors, who can 'flip' the purchase order to an electronic invoice in the Invoice Management module at the click of a button once the order is filled.