Purchase Requisitions

Working with Purchase Orders and Receiving

This topic specifies how to filter, search, and export Purchase Orders from Employee Center.

Setting up Approval Thresholds for Dimensions

This topic explains how to configure approval thresholds for dimensions.

Working with Purchase Invoices

This topic specifies how to filter, search, and export Purchase Invoices from Employee Center.

Exporting to Excel

Users are able to export Purchase Requisition and Payment Requisition lists to Excel.

Printing Requisitions or Requests

Users are able to print Purchase Requisitions or Payment Requests.

Approving Procedures

Requisitions or Requests that are submitted for approval can be approved by searching for the request in the Finance Approval list.

Viewing and Managing In-Progress Appeals

After a requisition or request is created, users are able to update vendors, items/expense types, statuses, comments, and other information about...

Creating Payment Requests

Payment Requests are essentially cheque requests. They are requests that once approved are routed to the Accounts Payable department for processing.

Creating Purchase Requisitions

A requisition can be made as a copy of an existing Purchase Requisition, as a copy of a template, or as a new requisition.

Working with the Purchase Requisition List

The Purchase Requisition list enables users to view existing requisitions, create new requisitions, copy existing requisitions, or create new...

Accessing Purchase Requisitions

Complete the following steps to access Purchase Requests so you can start tracking and sorting purchase requisitions and payment requests