Catapult Purchase Requisition
by Catapult ERP
Streamline your procurement process to allow your Procurement team to add value to purchasing.
In base Business Central (BC) there is no concept of a Purchase Requisition document that occurs before the Purchase Quote or Purchase Order stage. Typical implementations will recommend using Purchase Quotes as a requisition document but those have a few limitations including:
Document Organization: By using Purchase Quotes, requisition documents and quote documents are contained in the same table. This presents an issue when the procurement/purchasing team tries to combine multiple requisitions into one quote or when reviewing pricing. The quote list in BC can quickly become unorganized.
Knowledge Requirements: Using Purchase Quotes requires requestors, who could be non-procurement/purchasing employees, to have a detailed understanding of Inventory, Pricing Arrangements, and Vendor Agreements.
Approval Process: Approvals may need to be performed multiple times on the same Quote document by department heads or requestors' managers, as the procurement team spends time revising quotes.
Status and Priority: Purchase Quotes cannot be assigned a status or priority.
Vendor Assignment: Purchase Quote Lines cannot be assigned to different Vendors, which may be required if requestors are unaware of the regular Vendors used in purchasing or other requests from other users.
By seperating requests from quotes, organizations with a detailed purchasing process can achieve a more streamlined purchasing process.
