The Requisitioning Module doesn't need to be enabled (it's always turned on). Just start entering requisitions when you're ready.
That said, there are many ways to use this module, including different types of requisitions, options for how (or if) you want requisitions to be routed for approval, what will happen once the requisitions are approved, and so on.
The needed configuration will depend on the features that you're using, so rather than outline the configuration options here, this section provides a high-level review of the most popular options and provides links to the information you'll need to decide how you want to use this module.
Once you decide on the features and utilities you're going to use, the Overview sections of the Online Help for those utilities will point you to the configuration settings, where applicable.
If you need any help, just contact our Client Services Group.
Types of Requisitions
There are a few types of requisitions in SpendMap, including Purchase Requisitions, Item Requisitions, Expense Reimbursement Requisitions, and others. You may decide to use one or more type of Requisition, depending on the needs of your users and the features/modules of SpendMap that you are using.
So first things first, you need to decide what type of requisition you're going to use.
Understanding the Workflow
Once you decide on the type(s) of requisitions that you're going to use, you need to understand how requisitions move from one step to the next and how the various settings and utilities relate to one another.
For details, please see the expandable "Workflow" sections for each type of requisition, in Types of Requisitions and Workflow.
Requisition Approval
Next, you need to decide how requisitions will be routed for approval (assuming approval is needed, which is optional in SpendMap).
For example, will the Requisitioners manually select the approvers when they enter each new requisition or would you like to setup rules in advance to route requisitions to the appropriate approvers automatically? If routing automatically, what will determine the routing? Will it be based on the dollar value of the requisition or perhaps the cost center or maybe the commodity/category of the item being requested?
To learn about the various options, please see Requisition Approval Routing.
Prerequisites
While it's technically not mandatory, it would be unusual to use Requisitions without the Purchasing Module (you'll want to order items once they're approved).
If you maintain inventory and if you want your staff to be able to request items from stock (as opposed to ordering items once they're approved), you'll want to have the Inventory Module up and running first.
Finally, if you want to go out to bid for items, either before or after the requisitioning and approval process, you might want to get the Request For Quotation Module going before you start with Requisitions.
Need a Little Help?
SpendMap offers a full range of Professional Services, such as training and implementation consulting. Just contact our Client Services Group, who can configure this module to your needs and help you get started faster.
