Purchase Requisition help

My management team is asking me to see if Vantage can have a tiered hierarchy approval process like the PO approval has. They want to have it where if someone submits a purchase requisition, depending on the monetary cost of the req, it will go to an approval process. for example:
Employee submits requisition for $500, it could go directly to purchasing since it is below the $1000 threshold.
If Employee submits requisition for $2000, it would go to a manager to approve first, and then get approved to go to purchasing, since it is over the $1000 threshold.

Maybe an additional module or an upgrade to version 9 or 10??? Does anyone have any input on this?

Thanks,
Adam Smith

There is an Advanced Requisitions Module that does this. Epicor recently (late Aug) had a webinar on it, and it looks like it is available on-demand (https://epicweb.epicor.com/resources/webcasts/Pages/ERPA_USCAN_WC_ARM_Q4FY16_ERP.aspx) There is also a brochure. The module is from a partner – Precise Business Solutions, I think.

Best,

Jeff Greenaway

Vantage 8/E9/E10 (probably Vantage 6 too but I’m not sure) has a purchase requisition process in Purchasing where you can setup a multi-tiered approval process. However, it is not a “forced” approval process meaning the user would need to understand their limits and would have to send it to the appropriate manager for approval. You can force the number of approvals, but you can’t force the “who” or the limit.
Most folks that use it are comfortable with the process. Not perfect but gets it done and it doesn’t require any additional software purchase.
Setup/configuration isn’t too bad. Need to define the Requisition Actions and the approvers for each action.
If you’re planning on using it for departmental expense purchases, I would recommend setting up part classes for each departmental account so that the user doesn’t have to memorize them. If you code the part class correctly, the user can get to their list of classes pretty quickly and easily. For instance, if you have 3 departments and 3 expense accounts for each department, you would need to setup 9 part classes and 9 associated GLC’s. Make the part class desc “dept-expense”. This way, the user can just enter their department number to get to their list of valid codes.
Example part class descriptions
01-Phone
01-Supplies
01-Legal Fees
02-Phone
02-Supplies
02-Legal Fees
etc.
When you enter “02” in the part class, it will get you to 02-Phone. The user can then use the down arrow to get the correct charge acct.

Andy Cicala
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