Requisitions in Microsoft Dynamics SL

This training material covers the features and benefits of the Microsoft Dynamics SL Requisitions module. You find out how to create approval levels, enter item requests and requisitions and convert requisitions to purchase orders.

Understanding this information allows you to create approval levels according to the organizational need.  These approval levels allow you to create accountability and control over the purchases that are made for your department, for your projects, or for your organization in general.  Additional features include change requests, approval deferrals, e-mail notifications and vendor bid support.

Manage your purchasing process through the use of item requests and requisitions.  Design approval levels that fit the needs of your organization.   This is an essential training material for all end-users, consultants, and implementers who want to know about this module of the Microsoft Dynamics SL Financial system.

This training material provides serious, in-depth information to increase productivity and efficiency through tips and tricks.

Audience
Requisitions training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics SL. The training material is targeted toward data entry clerks, administrators, office managers, CEO's, and consultants who need to understand the technical aspects of Requisitions and gain foundational knowledge of the application functionality.

At Training Material Completion
After completing this training material, an individual will be able to:

•  Understand and set up approval levels and policies based on department, project or material type.

•  Enter an item request and/or requisition and submit it for approval.

•  Submit a requisition to the bid process and use it to determine the appropriate vendor for a purchase.

•  Determine the required approvals for a request and process those approvals.

•  Convert item requests to requisitions.

•  Convert requisitions to purchase orders.

•  Enter purchase order change requests.

•  Run Budget/Status update to keep project and budget numbers up to date.

Prerequisites

• General knowledge of Microsoft Windows.

• Knowledge of Basic navigation functions in Microsoft Dynamics SL.

• Completion of General Ledger training material required.

• Completion of Purchasing training material recommended.