Requisition System | Streamline Purchase Requisitions

Requisition Systems Streamline Purchase Requests and Approvals

 

requisition system

What Is a Requisition System?

ordering via a requisition systemRequisition systems allow internal employees to request items or services which is often called a purchase requisition. The purchase request or requisition request is made to the department or group who makes the purchase through an automated system. There is often an approval process attached to the requisition which may lead to a purchase order. These systems fall into the same category as procurement software.

Requisitions are made by completing a requisition form, either paper or digital. The information gathered by the form includes all the relevant details needed by approvers to make the decision and purchasers to create a purchase order.

Common Types of Requisitions

  • Job Requisition
  • Material Requisition
  • Payment Requisition
  • Supply Requisition

Requisition System Benefits

By automating the requisition process with a workflow automation platform, businesses can realize numerous benefits.

  • Streamline and speed up the requisition process by reducing manual entry and request handling.
  • Reduce requisition errors and re-work.
  • Reduce the risk of improperly approved requisition requests, purchase orders, hires, etc.
  • Improve process compliance with request and approval audit trails.
  • Reduce purchase request cycle times
  • Provide a unified, personalized requisition experience for employees.
  • Track requisition status (completed, pending, or in-progress, etc.) in real-time
  • Reduced license overhead for enterprise systems (ERP, CRM, etc.)
  • Identify and remove process barriers or bottlenecks.
  • Drastically reduce paperwork and associated costs and waste.

Requisition Process Example: PPE Requisition

In this example, an employee or manager wants to request PPE (Personal Protective Equipment). The workflow includes a request form and an automated process that routes the form.

While this example is fairly straightforward, its form and process can be customized to work however your business needs it to work. You might add additional questions to the form to get more detail, for instance. You could route the request differently, perhaps to another layer approval or a different department. The possibilities are endless. 

Note: Integrify customers get access to pre-built process applications like this example as part of their subscription.

 

ppe requisition form
Personal Protection Equipment Requisition  Form Example

PPE Requisition Process
PPE Requisition System  Process

Integration with Finance Systems

Whether your business would like to pull a list of available items from an ERP system or push approved requests into an Accounting system, you can integrate these systems directly into your requisition process.

With our open API and AWS Lambda integration, Integrify provides opportunities for our customers to integrate their requisition system directly with their existing enterprise infrastructure.


The Tools to Design Your Custom Requisition System

Process Builder

Our visual process designer interface lets you design custom requisition workflows using drag and drop. Automatically assign tasks and route information based on your organization's unique workflow. Set alerts, reminders, and escalations to keep work moving forward.

Form Designer

Easily create responsive, Web-based forms to capture requisition information. Include a wide variety of field types, form logic, templates, and layouts to ensure the correct data is captured and routed every time.

Self-Service Portal

Provide a unified front-end experience that allows users to submit requisition forms, complete approvals, and track process status. Collaborate in real-time about work being performed. Provide visibility by role to see which tasks are completed, pending, or in progress for a great user experience.

Process Reporting

Track and maintain an audit trail of all your requisitions and approval workflows, including form data, users, and tasks performed. Follow team progress and use KPI scoreboards to track the overall efficiency and drive improvements. Build custom reports to analyze and share with stakeholders.

Process Integration (API)

Create workflow applications with process integration into existing enterprise systems. Our open architecture and standalone web service allow other applications to initiate a workflow, complete a list of tasks, update process statuses, and conduct other bi-directional activities. Connect everything with Integrify.

Interested in Automating Your Requisition Process?

We have a variety of resources to help you on your journey to an automated requisition system. 

Automate Any Requisition Process

To see how quickly you can begin automating your processes, request a demonstration or trial of Integrify.


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