Dynamics Gp Implementation Requisition Management In Business Portal

Dynamics Gp Implementation Requisition Management In Business Portal

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In large organization requisition management with approval hierarchy might be required and you do not really want all the purchasing managers to be users of your accounting system. In Dynamics GP this challenge is addressed in Business Portal where you can implement Requisition Management module and the cost of the user license in BP is reduced comparing to so-called fat client user license. Lets take a look at the business logic and where Requisition Management module is transferring control to Purchase Order Processing module. We do not pretend to be technology oriented in this small publication it is rather structured as a set of highlights:

1.Business Portal as Web Based application. This technology allows you to connect via internet and running BP in Microsoft Internet Explorer. There is no need in such probably expensive applications as Citrix. There are numerous modules available on BP platform including Requisition Management, Order Management (B2B eCommerce), Employee Self Service and Electronic Document Delivery to name the few. PB modules typically host their tables in the company database on MS SQL Server this is why backup strategy is simple enough

2.Requisition initiation and its approval cycle. Potentially every department manager could have authority to submit proposed requisition as the budget is typically structured by department. In certain situations you may have each office based employee to have the authority to submit requisition. And by the way due to the fact that Business Portal user license is not expensive you may afford to have key employees to be BP users. And when requisition is submitted you expect it to be approved by purchasing authorities or in other words it should be exposed to approval hierarchy

3.Connection between portal and GP POP module. When requisition is approved you are collecting bids from multiple suppliers and when the best is approved to be turned into Purchase Order then real purchase order is created in GP Purchase Order Processing module. At this point PO could be opened directly in Dynamics GP client interface. And then normal logic where PO is printed and mailed to the winning supplier and you are receiving goods in Purchase Receipt with or without Invoice. If invoice is not attached and you are receiving it later in mail then you do Invoice Matching

4.Intercompany Transactions and Purchase Order Processing. Sometimes we hear the question if IT are possible in POP. The answer is at this point probably not or you can order Dexterity customization to implement this logic. If you are large corporation it is normal to expect its complex legal structure often including head corporation and numerous subsidiaries including international ones. Intercompany transactions are available in Payable Management and General Ledger modules at this time

5.Vouchering logic in Accounts Payable. Traditionally in Great Plains it is realized via Voucher entry as your record for Vendor Invoice, Return or Credit Memo. And then Voucher approval cycle is realized via Batch approval protected by password. To enable batch approval you have to open Tools -> Setup -> Posting

About the Author:
Andrew Karasev, http://www.albaspectrum.com Great Plains Dynamics GP and eEnterprise Certified Master, Microsoft MVP and consultant with 15 years and plus experience and expertise. Alba Spectrum, 1-866-528-0577, help@albaspectrum.com. If you are thinking to implement Dynamics GP in challenging environment, we recommend you to give us a call



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