D365 Purchase Requisition Workflow

In Microsoft Dynamics 365 (D365), the purchase requisition workflow is a structured process that assists organizations in managing and automating the approval of purchase requisitions. This workflow ensures that all necessary approvals are obtained before any purchase order is finalized, thus maintaining control over expenditures and adhering to organizational policies.

The D365 purchase requisition workflow typically includes several stages. Initially, an employee or requester creates a purchase requisition identifying the items or services needed, along with the relevant details such as quantity, specifications, and preferred suppliers. Once the requisition is submitted, it enters the workflow for approval.

The first step in the approval workflow generally involves a review by a direct supervisor or designated approver to ensure that the request is justified and aligns with the departmental budget. After the supervisor's approval, the requisition may need to go through additional levels of authorization, depending on the organization's policies, which could include higher-level managers or finance department reviews.

Each step in the workflow can be configured to include specific conditions and rules, such as budget thresholds or project codes, which must be met before approval is granted. If the requisition does not meet these conditions, it can either be rejected or sent back to the requester for modifications.

Once all necessary approvals are obtained, the final step usually involves converting the purchase requisition into a purchase order, which is then sent to the supplier for fulfillment. D365 also supports email notifications to keep approvers and requesters informed of the status of the requisition throughout the process.

The workflow is highly configurable in D365, allowing organizations to tailor the process to fit their specific needs and policies. This flexibility helps streamline procurement activities, improve compliance, and facilitate efficient communication within the procurement process.