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Friday, June 6, 2014

GP 2013 R2- Purchase Requisitions Inquiry, Smartlists and Home Page Preferences

In previous posts, requisitions workflow and entry have been illustrated. It’s the time now to understand the inquiry, smartlists and home page preferences for purchase requisitions.

Purchase Requisition Inquiry

Go to Inquiry > Purchasing > Purchase Requisition Inquiry.

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Through the inquiry, you can choose one or more of the following options:

  • Saved Requisition: a requisition that is saved (not submitted for approvals yet) and can not be purchased
  • Submitted Requisition: a requisition can be submitted directly without being saved, so that it can be purchased
  • Partially Purchased: once at least one line item from the requisition is purchased, the status changes to partially received
  • History: if you are maintaining history for requisition, requisition move to this status after being fully purchased.

Helping Note !

In order to maintain history for purchase requisitions, Go to Microsoft Dynamics GP > Tools > Setup > Purchase Order Processing

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Purchase Requisition – Home Page

You can customize your home page in order to view a summary report of the purchase requisitions. On your Dynamics GP Homepage, go to Customize this page and check the option for procurement option

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Once you check the procurement option, your Dynamics GP homepage will include a purchasing requisition summary and details as shown below:

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Helping Note!

As previously illustrated, saved requisition can not be purchased, which is why they do not show under the “ready to be purchased category”, this tab only shows the requisition that can be purchased “for instance, submitted

Purchase Requisition Smartlists

Two new smartlists for requisitions have been added in GP 2013 R2, in order to primarily view the purchase requisitions and their associated details. Go to Microsoft Dynamics GP > Smartlists> Purchasing Series

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Further posts will shed a light on the technical perspective of purchase requisition, such as the new requisition tables and more.

Best Regards,
Mahmoud M. AlSaadi

1 comment:

  1. Hi Mahmoud,

    I'm not able to open any completed requisition via smartlist.. is their any logic behind this?

    ReplyDelete