Purchases and Requisitions

With this module, you can effectively manage the entire purchasing process from requisitions to receiving. To ensure that purchases comply with company standards, a warning message will display if a purchase exceeds the budgeted amount. You can also enter requisitions for approval before creating an actual purchase order. Once a purchase order has been approved, it can be sent directly to the vendor, and then you can keep track of both requisitions and purchase orders with easy-to-generate reports, powerful search options, and seamless interface to General Ledger.

Features and Benefits

Capable

  • Easy-to-use requisition and purchase order entry screens
  • Set budget warnings for purchase order entry to indicate when account budgets have been exceeded
  • Create either regular or blanket purchase orders

Flexible

  • Create customized requisitions and purchase order forms with the built-in forms designer
  • Set multiple user-defined approval limits with passwords
  • Enter requisitions or purchase orders to multiple GL accounts with costs allocated by percentage or amount
  • Create user-defined fields

Efficient

  • Track both open and closed purchase orders
  • Use simple procedures to close open purchase orders and encumbrance entries in General Ledger
  • Interface with Caselle Materials Management to create requisitions when inventories drop below their reorder point

Powerful

  • Custom reporting
  • Powerful search options
  • Interactive task list
  • Electronic document and image attachment
  • Application, task, and field level security
  • Print, save, and export all reports
  • History and management tracking

Accounts Payable
General Ledger
Materials Management

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