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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Requisitions for Procurement

Steps: Set Up Requisitions for Procurement

Configure the tenant and company options for requisitions.
You can set up requisitions so that workers can request goods and services for themselves or on behalf of another worker.
  1. Access the
    Edit Tenant Setup - System
     task.
    In the
    System Setup
     section, select 1 of the
    File Type Setup Instructions
     options to support attachments on requisitions.
    Security: Set up the
    Set Up: Tenant Setup - System
     domain in the System and Customer Central functional areas.
  2. Set up supplier links to connect directly with supplier websites.
  3. For inventory, define requisition types for restocking inventory sites and par locations.
    For consignment, define requisition types for initial order, billing, and reorder.
  5. Create templates with personal worktags or commonly used split-allocation percentages to save time.
  6. Set up your requisition sourcing rules.
  7. If your organization uses sourcing buyers, include the 
    Requisition Sourcing Buyer
     security group in the 
    Requisition Event
     business process allowed actions.
  8. Configure security policies for requisitions in these domains in the Procurement functional area:
    • Self-Service Requisition
    • Process: Requisition - Create/Edit
    • Process: Requisition - View
Set up automatic sourcing of requisitions after approval.