Requisitions in Microsoft Dynamics SL 2015

Audience This training is intended for partners, end users, IT professionals or accounting professionals who utilize or maintain the Requisitions module in Microsoft Dynamics SL. At Training Material Completion After completing this course, students should be able to:

• Understand and set up approval levels and policies based on department, project or material type.
• Enter an item request and/or requisition and submit it for approval.
• Submit a requisition to the bid process and use it to determine the appropriate vendor for a purchase.
• Determine the required approvals for a request and process those approvals.
• Convert item requests to requisitions.
• Convert requisitions to purchase orders.
• Enter purchase order change requests.
• Run Budget/Status update to keep project and budget numbers up to date.

Prerequisites Before reviewing this training, it is recommended that individuals have:

• General knowledge of Microsoft Windows
• Knowledge of basic navigation functions in Microsoft Dynamics SL.
• Completion of Purchasing training course required. Attendance at Accounts Payable is recommended.

Supported Operating Systems

Undefined

NA.

NA.