Purchasing Requisitions

Yahoo Archive
1
Thanks Steve, your list is very helpful. Also thanks for the heads up on not
being able to delete it once it's a po suggestion.

Patrick

-----Original Message-----
From: Steve Sanders [mailto:ssanders@...]
Sent: Wednesday, July 17, 2002 11:04 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Purchasing Requisitions


Patrick,

Here is a list of our requisition actions:

Managerial Approval
Mandatory: Yes (if managers submit reqs, they must also approve them)
Send to Purchasing: No
QA Review
Mandatory: No (required only for specific purchases)
Send to Purchasing: No
High Dollar Purchase
Mandatory: No (required only for purchases over a set dollar amount)
Send to Purchasing: No
Submit to Purchasing
Mandatory: Yes (all appropriate reviews must be completed by this point)
Send to Purchasing: No ** more on this one below
Final Approval
Mandatory: No (you don't get a choice if Send to Purchasing is Yes)
Send to Purchasing: Yes

We just recently added the Final Approval step and changed the Submit to
Purchasing step to _not_ Send to Purchasing. The Final Approval step can
only be performed by Buyers. This gives them the ability to reject a
requisition for whatever reason. Once you complete a task that is marked
Send to Purchasing, Vantage turns it into a Purchasing Suggestion and there
is no way to reject it or even delete it. With our new method, the Buyer
can review the requisition for completeness, including QA Review and High
Dollar Purchase if appropriate.

We spent a fair amount of time training everyone to use it correctly and it
still took a while to get everyone on track, but it is working very well for
us now.

======================
Steve Sanders
Delta Centrifugal Corp
-----Original Message-----
From: Winter, Patrick [mailto:pjw@...]
Sent: Wednesday, July 17, 2002 10:08 AM
To: Vantage User Group on Onelist (E-mail)
Subject: [Vantage] Purchasing Requisitions


Could some give me an example of your "Requisition Actions"?

Patrick Winter


Yahoo! Groups Sponsor
ADVERTISEMENT



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.



[Non-text portions of this message have been removed]



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
2
Could some give me an example of your "Requisition Actions"?

Patrick Winter
3
Patrick,

Here is a list of our requisition actions:

Managerial Approval
Mandatory: Yes (if managers submit reqs, they must also approve them)
Send to Purchasing: No
QA Review
Mandatory: No (required only for specific purchases)
Send to Purchasing: No
High Dollar Purchase
Mandatory: No (required only for purchases over a set dollar amount)
Send to Purchasing: No
Submit to Purchasing
Mandatory: Yes (all appropriate reviews must be completed by this point)
Send to Purchasing: No ** more on this one below
Final Approval
Mandatory: No (you don't get a choice if Send to Purchasing is Yes)
Send to Purchasing: Yes

We just recently added the Final Approval step and changed the Submit to
Purchasing step to _not_ Send to Purchasing. The Final Approval step can
only be performed by Buyers. This gives them the ability to reject a
requisition for whatever reason. Once you complete a task that is marked
Send to Purchasing, Vantage turns it into a Purchasing Suggestion and there
is no way to reject it or even delete it. With our new method, the Buyer
can review the requisition for completeness, including QA Review and High
Dollar Purchase if appropriate.

We spent a fair amount of time training everyone to use it correctly and it
still took a while to get everyone on track, but it is working very well for
us now.

======================
Steve Sanders
Delta Centrifugal Corp
-----Original Message-----
From: Winter, Patrick [mailto:pjw@...]
Sent: Wednesday, July 17, 2002 10:08 AM
To: Vantage User Group on Onelist (E-mail)
Subject: [Vantage] Purchasing Requisitions


Could some give me an example of your "Requisition Actions"?

Patrick Winter


Yahoo! Groups Sponsor
ADVERTISEMENT



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.



[Non-text portions of this message have been removed]