Purchases & Requisitions

Caselle Purchases & Requisitions is the perfect addition to Accounts Payable for organizations that need to control and manage their purchasing.

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.


Capable
Flexible
Interfaces
  • 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
  • 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
Powerful
  • 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
  • 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

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