Purchase and Requisitions

  • Users and admins can raise asset and item requests
  • A summary of all requests raised by the user is available – users can download this into excel or filter based on dates, request number, requested by and status.
  • Asset Request or Item Request has information like Department, Location, Requested By (in case of admin, they can select any user from a drop-down. In case of employee, the user’s name is mentioned), and option to upload files
  • Asset Request form extends with details like Asset Name, Description, Quantity, Approx. Value, Required Date and Remarks
  • Item Request form extends with details like Item (selectable from item drop-down), Quantity and Remarks
  • Multiple line-items can be created for assets/items in a single request
  • The requests are sent to the Reporting Manager for approval, by default
  • Emails and notifications are sent to the approver with details of that request
  • A separate screen shows the list of requests available for approval
  • All information along with the approval history is available with the approver
  • Approver can “Approve”, “Reject” or “Approve and Send for Next Level”
  • In case of “Approve”, the request can be passed to one of the admins
  • In case of “Reject”, the request status becomes rejected and is closed for any further action
  • In case of “Approve and Send for Next Level”, a list of approvers is shown (users who are marked as approver). User can select the next approver and send it for their approval
  • The item request is simply marked as Approved and closed for any further action
  • The asset request is converted into a “Pending Asset Allocation”
  • Users can see the Pending Asset Allocations assigned to them and view the details of the request along with the approval history
  • The interface shows the request assets along with the list of un-allotted assets in the system. Users can select the assets and allot directly to the asset request “Requested By” form this interface