invent!ory ULTRA Help			Index
Requisitions PLUS: Submitting Requisitions
		Online Ordering Benefits: · Online ordering of supplies by department. · Automatic log outs of all online orders by Purchasing. That's Requisitions Plus in a nutshell! It saves you time because it eliminates manual log outs. Life's too short for paperwork and manual requisitions require a lot of paper work! A typical paper-based requisition system has about seven steps while Requisitions PLUS has only three.
"Manual" Requisition Steps Departments: 1. Dig out the paper requisition form 2. Fill it out 3. Put it in interoffice mail 4. Wait a week Purchasing: 5. Get requisition from interoffice mail 6. Reinput the data 7. Ship out the supplies	Requisition PLUS Steps: Departments: 1. Submit Online Requisition. Purchasing: 2. Fill it with one mouse click. 3. Ship out the supplies
Hmm? Three steps vs. seven. Looks like a no-brainer to me! Let's walk through your first requisition and see if I'm right. User Functions and Purchasing Functions Requisitions Plus software consists of two sets of functions—the User functions and the Purchasing Manager functions. The user functions are limited to two activities while the Purchasing Manager functions are unlimited. User Functions The User functions of the Req PLUS main menu are limited to two command buttons; the other four buttons are "greyed out" (right). Limited "Q" access rights. User departments are given special "Q" access rights which only allows them to submit requisitions online and check their order status, i.e, filled vs. unfilled. Note: "Q" users cannot access any of the Main Menu.functions of ULTRA.
Purchasing Mgr Functions This menu grants access to all 8 menu command buttons -"filling" open requisitions, editing/deleting requisitions and generating requisitions reports. It produces reports that have sorting and range controls. Functions: · To "fill" (log out) open requisitions automatically without reentering the order. · Add, edit/delete requisitions · Generate reports for Today's requisitions, "Open" and "Filled" requisitions · To hide Supply Items on the Online Supply Catalog
Requisitions Plus & invent!ory ULTRA: Fully Integrated yet Secure! You clearly don't want to give all departments on the network full access to all ULTRA functions and data, so we restrict access to them with special user #'s and access rights, assigned by the System Administrator. "Q" Users: Sign On Steps "Q" users sign on just like all users but may only access the Requisitions Plus User functions. Only the system administrator may assign "Q" users with a user #, password and department number. Here (right) we see the System Administrator has set up user 13, the Accounting dept (ACCT), as a Req Plus "Q" user. All "Q" users are "locked out" from the Main Menus and other Requisitions Plus functions. Up to 999 user departments may submit requisition online simultaneously. Note: Make sure that the Sys Administrator sets up the "Q" User's Dept # (right, shaded column) with the same dept number that Purchasing uses for offline manual log outs. Here, the Sys Admin has assigned dept # 1000 to User 13. This will be the default dept # that will automatically appear on all orders this user submits.(see below)
Example: "Q" User Signs On and Creates an Online Requisition From the Sign On Screen: 1. Enter User # (13) and Password. 2. Click "Sign On" button. You will see the the Req PLUS menu appear within the main menu with only the top two buttons enabled (below).
Step 3: Adding an Order. 3a. Fetch an item from the "Supply Items We Stock section (blue section below).
How to Fetch an Item to Order Scroll the Name listbox (Far left, top) for item you wish to order and click it or… . . . enter a Stock # in that listbox and hit [Enter] or… . . .keyword search (top left corner) for the item. In any case, the item you select appears in the brown section of the screen (right) ("You're Ordering This Item). 3b. Enter the desired number of Units (10). Notice the dept # is "greyed" to indicate that we can't change the department #. This is to prevent one department from charging another. Don't laugh, it happens!
3c. Now we click the "Add to Requisition" button and the order appears below in the grid section of the requisition. There is no limit to the number of items you may requisition from this window. 3d. Did you omit an item, select the wrong item or enter a typo? Fix it by highlighting the item line as shown here and clicking either Edit or Delete Requisition Line buttons (lower left corner). Then click the Cancel button to return to the Requisitons Plus main menu.
Step 4: Submitting a requisition Click the SUBMIT REQUISITON button to post your requisitioned items to the database. They will be marked as “open requisitions.” Step 5: Scan for Status of Orders Click the Scan My Requistions button from the REQ PLUS main menu to see all the requisitions you have placed and view their status. This menu option allows you to print out or view on screen the status of all requisitions charged to your User ID #.
Copyright 2007, Koehler Software, Inc.