Training Class Descriptions

Requisitions Class

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This training course covers the features and benefits of the Microsoft Dynamics™ SL Requisitions module. You find out how to create approval levels, enter item requests and requisitions and convert requisitions to purchase orders.

 

Understanding this information allows you to create approval levels according to the organizational need.  These approval levels allow you to create accountability and control over the purchases that are made for your department, for your projects, or for your organization in general.  Additional features include change requests, approval deferrals, e-mail notifications and vendor bid support.

Manage your purchasing process through the use of item requests and requisitions.  Design approval levels that fit the needs of your organization.   This is an essential training material for all end-users, consultants, and implementers who want to know about this module of the Microsoft Dynamics SL Financial system.

 

This training material provides serious, in-depth information to increase productivity and efficiency through tips and tricks.

 

By actively participating and completing this class, you will be able to:

 

• Understand and set up approval levels and policies based on department, project or material type.
• Enter an item request and/or requisition and submit it for approval.
• Submit a requisition to the bid process and use it to determine the appropriate vendor for a purchase.
• Determine the required approvals for a request and process those approvals.
• Convert item requests to requisitions.
• Convert requisitions to purchase orders.
• Enter purchase order change requests.
• Run Budget/Status update to keep project and budget numbers up to date.

 

Agenda

 

8:15—8:30 Continental Breakfast

 

8:30—4:30 Requisitions Class

 

1. Overview
2. Requisition Setup
3. Department Setup
4. Approval Setup
5. Items Requests
6. Requisitions
7. Other Requisition Features

 

4:30—5:00 Requisitions Q&A

 

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