Microsoft Dynamics SL Requisitions

Course 8535: One day; Instructor-led

Introduction
This one-day course explores the features and benefits of the Microsoft DynamicsT SL Requisitions module. You learn how to create approval levels, enter item requests and requisitions and convert requisitions to purchase orders.

Understanding these topics allows you to create approval levels according to the organizational need. These approval levels allow you to create accountability and control over the purchases that are made for your department, for your projects, or for your organization in general. Additional features include change requests, approval deferrals, e-mail notifications and vendor bid support.

Manage your purchasing process through the use of item requests and requisitions. Design approval levels that fit the needs of your organization. This is an essential course for all end-users, consultants, and implementers who want to learn about this module of the Microsoft Dynamics SL Financial system.

Classroom training provides serious, in-depth learning thorough hands-on interaction. From demonstrations to presentations to classroom activities, you will receive hands-on experience with instruction from our certified staff of experts and increase productivity and efficiency by learning tips and tricks from product specialists.

Audience
Requisitions training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics SL. The class is targeted toward data entry clerks, administrators, office managers, CEO's, and consultants who need to understand the technical aspects of Requisitions and gain foundational knowledge of the application functionality.

At Course Completion
After completing this course, students will 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
• General knowledge of Microsoft Windows.

• Knowledge of Basic navigation functions in Microsoft Dynamics SL.

• Completion of General Ledger training course required. Attendance at Purchasing training course recommended.

Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.

Course Materials
The courseware includes a comprehensive workbook.

Course Outline
Chapter 1: Overview

The purpose of this chapter is to introduce you to the Requisitions module of Microsoft Dynamics SL product and training course. This chapter introduces the windows and processes that are used to complete the accounting cycle in Requisitions.

Main Topics

• Course Description.

• Module Overview.

• Requisitions Process Flow.

• Other Features.

After completing this chapter, students will be able to:

• Understand the goals of this course.

• See how the Requisitions module fits into the suite of available modules for the Microsoft Dynamics SL system.

• Follow the flow of transactions through Requisitions.

Chapter 2: Requisitions Setup

This chapter discusses setup that needs to be done before Requisitions can be used. As is the case with most modules, it is important to understand setup options and their impact on how the module operates.

The user should understand the defaults and user options defined in the Requisitions Setup window. Even though these options are typically not changed after the product is implemented, you will gain understanding of default values and processes through the settings in this window. As exercises in this manual are cumulative, this is not an optional chapter.

Main Topics

• Authority Levels

• Requisition Setup

• E-mail Notification

Lab: Requisitions Setup

• Create Dynamic SL users

• Assign Authority Levels to users

• Complete Requisition setup

After completing this chapter, students will be able to:

• Understand the importance and function of Authority Levels.

• Set up Authority Levels

• Understand the different Requisition Setup options and how they affection the function of the module.

• Set up e-mail notifications to remind users that item requests or requisitions are waiting for their approval.

Chapter 3: Department Setup

The user should understand the defaults and user options defined in the Requisitions Setup window. Even though these options are typically not changed after the product is implemented, you will gain understanding of default values and processes through the settings in this window. As exercises in this manual are cumulative, this is not an optional chapter.

Main Topics

• Departments

• Department user assignments

• Account/Subaccount access

Lab: Department Setup

• Create a new department

• Assign users to the department

• Assign accounts to the users

After completing this chapter, students will be able to:

• Understand the importance of departments.

• Add departments to Requisitions.

• Assign users to departments.

• Assign accounts to users.

Chapter 4: Approval Setup

The concept of approvals is central to the Requisitions functionality. This chapter discusses the setup and use of approvals by department, project or material type.

Main Topics

• Department/Project approval setup

• Policy approval setup

• Approval Deferral

Lab: Approval Setup

• Create Department approval levels for item requests and requisitions.

• Create Policy approval levels.

After completing this chapter, students will be able to:

• Understand the purpose and setup of approval levels for departments and projects.

• Understand the parallel policy approval setup and use.

• Temporarily reassign approval authority.

Chapter 5: Item Requests

This chapter discusses the entry and processing of an item request. Item requests are the precursor to a requisition and have an approval structure of their own. Other functions like item request consolidation and requisition generation are also discussed.

Main Topics

• Item request entry

• Item request approval process

• Item request consolidation

• Generation of a requisition from an item request.

Lab: Item Request Entry

• Item request entry

• Item request approvals

• Conversion to requisition

After completing this chapter, students should understand:

• How to enter an item request.

• How to process the item request through the necessary approval levels.

• Item request consolidation.

• How to generate requisitions from approved item requests.

Chapter 6: Requisitions

Not all organizations require the entry of an item request to begin the purchasing process. In this chapter, we discuss manual entry of requisitions and the approval process associated with it, including policy approvals. The vendor bid process and requisition transfer function are also discussed.

Main Topics

• Requisition entry

• Requisition approval process

• Requisition transfer

• Vendor bid process

• Purchase order generation

Lab: Enter a Requisition to Submit for Bid

• Enter a requisition and create requests for bids.

• Complete the vendor bid process.

• Approve the requisition

• Generate the purchase order from the approved requisition

After completing this chapter, students will be able to:

• Create requisitions and submit them for approval.

• Understand the approval process.

• Transfer items from a requisition.

• Submit requisitions for bid to vendors.

• Understand how to create purchase orders from approved requisitions.

Chapter 7: Other Requisition Features

In addition to the functionality discussed in previous chapters, the Requisitions module also enables the user to make change requests against purchase orders, keep budget/project figures up to date and delete detail.

Main Topics

• Change requests

• Status/Budget update

• Delete detail

Lab: Change Requests

• Enter a change request against an existing purchase order in Requisitions.

After completing this chapter, students will be able to:

• Understand how to create purchase order change requests in Requisitions.

• Learn how to update budget history and project commitments.

• Understand how to delete detail.

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