Service Requisition with Project Task and Purchase Order

Integrated Service Requisition with Project Task and Purchase Order

Service Requisition Linked to Project Tasks and Purchase Orders

Service Requisition Management with Project and Purchase Integration

Index of Feature:

1. Service Requisition Creation
• Employees can create service requisition requests.
• Single form supports multiple service request lines.

2. Approval Workflow
• Department Manager approval.
• Service Requisition Officer/Manager approval.

3. Email Notifications
• Notification to Service Requisition Department Manager.
• Notification to Service Requisition Manager.
• Email based approval alerts.

4. Requisition Actions (Line Level)
• Each service line includes a Requisition Action field.
• Options:
• Create Task: Generates a Project Task.
• Purchase Order: Creates Purchase Order request.

5. Automated Document Creation
• Auto create Purchase Orders from requisition lines.
• Auto generate Project Tasks based on selected action.

6. PDF Reporting
• Ability to print a PDF report of the service requisition request.

7. User Roles & Permissions
• Service Requisition Manager
• Service Requisition User
• Service Requisition Department Manager

7. Supporting Material
• Video explanation.
• Screenshots demonstrating workflow.

Who Can Use This Module (Industries and Departments):

• Manufacturing: maintenance, repair, or internal service needs.
• Construction: Internal service requests, site level support.
• Healthcare and Clinics: equipment servicing, facility support.
• Hospitality and Hotels: housekeeping, maintenance, engineering services.
• Real Estate and Facility Management: work orders, maintenance requests.
• IT Companies: internal service requests for hardware/software support.
• Retail and FMCG: store level service requirements.
• Logistics and Warehousing: repairs, facility services, vendor services.

Index of Integrated Features: Service Requisition, Project and Purchase:

• Employees can quickly and easily create service requisition requests, specifying the required services, quantities, and relevant details, streamlining the approval and fulfillment process.
• The system allows employees or departments to submit multiple service requests at once through a single requisition form, simplifying tracking and management.
• All service requisition requests are subject to approval by the Department Manager.
• The Service Requisition Manager reviews and approves requests as needed.
• Email notifications are automatically sent to the Department Manager and Service Requisition Manager for approvals.
• Based on the options selected in each requisition line, the system can create tasks or generate purchase orders directly from the service requisition.
• Service Requisition users can determine whether a service requested by an employee should be fulfilled through task management or purchased from a vendor. A field on the requisition lines with Requisition Action allows the responsible user to select one of the following options:
  1. Purchase Order: The system will create a Purchase Order request.
  2. Create Task: The system will generate a corresponding Project Task.
• Allows you to print a PDF report of the service requisition request.
• The module introduces three user roles: Service Requisition Manager, Service Requisition User, and Service Requisition Department Manager.
• For detailed information, see the video and screenshots below.

List of Available Menus:

• Requisitions
• Service Requisition
• Service Requisition Requests
• Service Requisition Approvals
• To Approve by Department
• To Approve by Manager

Example User Roles and Access Levels:

• Service Requisitions User / Employee : Abigail Peterson
• Service Requisitions Department Manager : Anita Oliver
• Service Requisitions Manager : Rachel Perry

Service Requisition Menu Overview

Blank Form View for Service Requisition

Employee Request for Service Requisition

Logged in as Abigail Peterson, who has the Employee role.

Email notification sent to the Department Manager for Service Requisition Requests

Department Approval Menu

Department Manager Approval Screen for Service Requisition

Logged in as Anita Oliver (Service Requisition Department Manager).

Service Requisition Request approved by the Department Manager

Email Notification Sent to Department Manager on Service Requisition Approval

Requisition Manager Approvals

Service Requisition Manager Approval Request

Logged in as Rachel Perry, a user with the Service Requisition Manager role.

Email Notification Sent to Requisition Manager for Service Requisition

Create Task Button on Service Requisition

Service Requisition Manager can create a task via the Create Task button..

Tasks and Purchase Order Smart Buttons in Service Requisition

View Tasks from the Service Requisition using the Task smart button

Service Requisition Details on Task Form View : Example 1

Service Requisition Details on Task Form View : Example 2

Create Purchase Order Option on Service Requisition

Service Requisition Manager can create purchase orders by clicking the Create Purchase Order button

View Purchase Orders from Service Requisition

Service Requisition Reference on Purchase Order Form View

Related Tasks for Service Requisition

Other Information Page on Service Requisition

PDF Report for Service Requisition Request

Service Requisition Groups

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse