Introducing the Electronic Requisitions Module

Note: The Accounts Payable, Purchase Orders, and Encumbrances modules must be installed in order to use the Electronic Requisitions module.

The Electronic Requisitions module enables a paperless requisition workflow, allowing both accounting and non-accounting personnel the ability to request and approve orders for products.

You can select pre-defined item codes or enter a description to make a request. It then flows through an approval chain where amount limits can be set for requests as well as approvals. Electronic Requisitions even allows budget checking directly from the request to ensure budget compliance.

It also works cooperatively with the Purchase Orders module to create purchase orders from approved requests. Keep in mind that the Purchase Orders module integrates seamlessly with the Encumbrances module allowing you to create encumbrance entries directly from purchase order information.

To Add This Module

1. First the Electronic Requisitions module must be added to the organization by the Administrator.
2. Either add Electronic Requisitions to an active organization (Add a Module Wizard - Module Panel), or select the Electronic Requisitions module when creating a new organization (File>New Organization Wizard - Modules Panel).
3. Once the Electronic Requisitions module has been applied to an organization, the Electronic Requisitions menu selections are available. These selections are integrated into the MIP Fund Accounting menu selections.
4. There are Checklists available for setting up this module and its processes. Please refer to the online help (Help>Contents and Index>Reference) for modular specific menu selections, checklists, and common questions.