invent!ory ULTRA 2013 Help				Index
Requisitions PLUS: Overview
Online Ordering Benefits: · Fast, paperless “self-service” ordering of supplies by end user. · Log outs of all online orders by Purchasing with one click. That's Requisitions Plus in a nutshell! It saves you time because it eliminates manual log outs. Call it self-service or A typical paper-based requisition system has about seven steps while Requisitions PLUS has only three.
"Manual" Requisition Steps			Requisition PLUS Steps:
Departments: 1. Dig out the paper requisition form 2. Fill it out 3. Put it in interoffice mail 4. Wait… Purchasing: 5. Get requisition from interoffice mail 6. Reinput the data into ULTRA 7. Ship out the supplies			Departments: 1. Submit Online Requisition. Purchasing: 2. Fill it with one mouse click. 3. Ship out the supplies
Online Ordering Functions vs. Purchasing Manager Functions Requisitions Plus consists of two sets of functions—the On Line Ordering Functions and the Purchasing Manager functions. The Online Ordering functions are limited while the Purchasing Manager functions are unlimited. Departments that wish to order online should be assigned a User ID with "Q" access rights. “Q” rights allow only two kinds on online access: · Submit requisitions online · Check online order status, i.e, filled vs. unfilled.
Requisitions PLUS – What a Department User Sees on the Main Menu
The On Line Ordering functions are limited to two command buttons and the Exit button. All Purchasing Manager functions are "greyed out" (left).
Purchasing Manager 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.’ Anyone with “W” (full access) rights has access to this menu · Fill (log out) open requisitions · Fill Special Orders · Edit/delete requisitions · To hide supply items on the Online Supply Catalog from any department ordering online. · Generate reports for Today's requisitions, "Open" and "Filled" requisitions
Security Questions About Online Requisitioning
You clearly don't want to give full access to all ULTRA functions and data to online ordering users. Therefore, the System Administrator restricts access by assigning online users limited access rights.
Setting Up an Online User ID Here, the System Administrator sets up user 13, the Accounting dept (ACCT), as an online ordering department. Note the “Q” rights assigned to ID 13. "Q" users are barred from all ULTRA functions except online ordering. Why Dept Number is Critical The System Administrator must set up the proper department number for each "Q" User. Here, the Sys Admin has assigned dept # 1000 (right) to User ID 13.
Dept. 1000 will be automatically charged for all orders user 13 submits. When User 13 submits a requisition, the department is “greyed” so he cannot change the Department field (below) to charge his order to another department.
"Q" Users: Sign On
"Q" users sign on just like all users but may only access the Requisitions Plus User functions.
The Main Menu functions (right) are all “greyed,” as Purchase Order Menu shows. In the Req PLUS menu (right), only the top buttons of are enabled. These security measures insure that the Purchasing Manager functions of Req PLUS may not be accessed by online users.
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