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Release Approved Requisition

Owned by Kyle Niekamp
Last updated: 06 21, 2022 by Claire Aleman

Overview:

Now that the requisition has been approved, it is time to release the requisition to the purchasing group for fulfillment. The requisition must be queried within the Requisitions window, and on the requisition tab, submit the release of units. At the conclusion of this step, the purchasing group will now have access to this request, and can fulfill from inventory or via a purchase order.

Benefits:

  • Electronic routing of requisitions eliminating manual approvals and lost documents
  • Provides transparency to view requisitions in process, awaiting approval, rejected, and approved

Roles:

  • Field Supervisor/Foreman
  • Project Manager
  • Warehouse Manager
  • Back office

Location:

  • Purchasing > Requisitioning > Requisitions
  • OnBase Requisition Workflow

Video:

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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.