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Dynamics GP Purchase Requisition to Fixed Assets

September 03, 2014

The Dynamics GP purchase requisition functionality in 2013 R2 allows you to automate a purchase requisition and approval process within your organization. This is new functionality that does not use Business Portal or Sharepoint, and it is available in the regular Dynamics GP client interface and the web client.

There is new workflow functionality as well with Dynamics GP 2013 R2, and one of the out-of-the-box workflow objects is the new purchase requisition.

The purchase requisition allows a user to add minimal information in their request and then submit it for approval. The approval process is governed by the workflow process you define and can be based on a large variety of attributes, e.g., dollar amount, item number, item description and ship-to information.

You can include people and groups in your approval process, but this requires Active Directory.

Here is the basic purchase requisition screen:

Purchase Requisition

Here is an example of a simple workflow:

Simple Workflow

You can also attach multiple images or other files to the purchase requisition as support for your request.

The purchase requisition can then be turned into a purchase order with one click, assuming all the relevant data is there, e.g., vendor ID, receiving site, etc.

Here is a video that shows a process beginning with purchase requisition, flowing into a purchase order, and then flowing into a fixed asset:

Find more Dynamics GP tips and tricks and keep up to date with the latest version with a Dynamics GP upgrade.

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