English
Throughout this course, you will be introduced to all the essential components of Purchase Requisitioning, including where this function is located within the purchasing cycle and the various methods for raising a requisition.
The course covers various topics, including creating and managing requisitions, managing budgets, and processing orders. You will also learn how to use the module to generate reports, monitor inventory levels, and manage vendor relationships.
By completing this GEN-9, you will be able to create, submit, amend, inquire about, and report on multiple purchase requests for both inventory and non-inventory items within SunSystems.
Learning these fundamental functions will help you use SunSystems more efficiently and accurately, thus making your daily work easier.
Our course is designed to provide in-depth knowledge of the Purchase Requisitioning function in the SunSystems software, making it suitable for both new and experienced users of SunSystems, specifically Requisition Accountants.
This course is ideal for those who wish to actively learn the process, beginners who want to learn how to maximise the use of the Purchase Requisitioning function, and professionals seeking to refresh the process while gaining new skills and insights into the process.
This chapter delves into the fundamentals, from logging in and out of the system to resetting your password and other nifty tricks.
This chapter covers the basics of the Purchase Requisitioning function, including how to raise requests for inventory and non-inventory items. Additionally, you'll learn about three important concepts: SunSystems Integration, SunSystems Procure-To-Pay Process, and Requisitioning Types.
In this chapter, you'll be introduced to the Item Master and its various uses. These include checking item types, ensuring inventory is held in whole, checking an item's status, and controlling ordering policies, among many others.
In this chapter, you will learn different methods for initiating a new purchase requisition, including how to manually enter the required information.
This chapter focuses on creating a new Purchase Blanket Contract and adding it to your requisition.
This chapter focuses on assigning an item to a specific supplier and creating a requisition by adding the supplier's item.
This chapter focuses on learning how to set up a catalogue and create a requisition in two ways.
This chapter focuses on creating a Purchase Order using a great multi-tool, the Requisition Work Queue function.
In this chapter, you will learn two different methods to generate inquiries to view every requisition you have access to as well as those you created.
This chapter focuses on enabling you to run two types of reports, the Requisition Status Report and the Requisition History Report, using Infor Q&A.
Reasons to not overlook our GEN-8 Infor SunSystems v6.4 Corporate Allocations:
This GEN-9 course offers multiple benefits to SunSystems users. Through this course, you can discover how to efficiently and productively use the Requisitioning module, explore its capabilities, and gain a deeper understanding of its workings.
This course is a valuable resource for accountants who want to optimise their procurement processes using the Requisitioning module, ultimately saving time and increasing efficiency.
Introduction
Login
Logout
Change Password
Change Business Unit
Home page and Navigation
Learning check
Introduction
FREE PREVIEWPurchase Requisitioning Overview
FREE PREVIEWSunSystems Modules Integration
Procure -To-Pay Process
Purchase Requisitioning Types
Learning check
Introduction
FREE PREVIEWCreate a new item
FREE PREVIEWHands-on: Create a new item
Hands-on: Create a new item, with instructions
Amend an item
Hands-on: Amend an item
Hands-on: Amend an item, with instructions
Learning check
Introduction
FREE PREVIEWCreate and Submit a Requisition for Inventory Items
FREE PREVIEWHands-on: Create and Submit a Requisition for Inventory Items
Hands-on: Create and Submit a Requisition for Inventory Items, with instructions
Create and Submit a Requisition for Non-Inventory Items
Hands-on: Create and Submit a Requisition for Non-Inventory Items
Hands-on: Create and Submit a Requisition for Non-Inventory Items, with instructions
Import Requisitions from Infor QA Template
Hands-on: Import Requisitions from Infor Q&A Template
Hands-on: Import Requisitions from Infor Q&A Template, with instructions
Learning check
Introduction
FREE PREVIEWCreate a new Purchase Blanket Contract
FREE PREVIEWHands-on: Create a new Purchase Blanket Contract
FREE PREVIEWHands-on: Create a new Purchase Blanket Contract, with instructions
Create a Requisition by Adding Contract Item
Hands-on: Create a Requisition by Adding Contract Item
Hands-on: Create a Requisition by Adding Contract Item, with instructions
Learning check
Introduction
FREE PREVIEWCreate a new item supplier
FREE PREVIEWHands-on: Create a new item supplier
Hands-on: Create a new item supplier, with instructions
Create a Requisition by Adding Supplier Item
Hands-on: Create a Requisition by Adding A Supplier Item
Hands-on: Create a Requisition by Adding Supplier Item, with instructions
Learning check
Introduction
FREE PREVIEWSet up a Requisition Catalogue
FREE PREVIEWHands-on: Set up a Requisition Catalogue
Hands-on: Set up a Requisition Catalogue, with instructions
Create a Requisition in the Requisition Catalogue Browse
Hands-on: Create a Requisition in the Requisition Catalogue Browse
Hands-on: Create a Requisition in the Requisition Catalogue Browse, with instructions
Purchase Requisitioning Entry by Adding A Catalogue Item
Hands-on: Purchase Requisitioning Entry by Adding A Catalogue Item
Hands-on: Purchase Requisitioning Entry by Adding A Catalogue Item, with instructions
Learning check
Introduction
FREE PREVIEWGenerate PO in Requisition Work Queue
FREE PREVIEWHands-on: Generate PO in Requisition Work Queue
Hands-on: Generate PO in Requisition Work Queue, with instructions
Learning check
FREE PREVIEWIntroduction
FREE PREVIEWRequisition Inquiry (All Requisitions)
Hands-on: Requisition Enquiry (All Requisitions)
Hands-on: Requisition Enquiry (All Requisitions), with instructions
Requisition Inquiry (My Requisitions)
Hands-on: Requisition Inquiry (My Requisitions)
Hands-on: Requisition Inquiry (My Requisitions), with instructions
FREE PREVIEWLearning check
Introduction
Requisition Status Report
Hands-on: Requisition Status Report
Hands-on: Requisition Status Report, with instructions
Download the Sample Requisition Status Report
Requisition History
Hands-on: Requisition History
Hands-on: Requisition History, with instructions
Learning check
Download the Sample Requisition History Report
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