eRequester®

Essential to eRequester is the approval workflow interface, which lets you define flexible approval routing logic based on any field in the database, for different types of transactions going through your system. While eRequester originated with purchase requisitions in mind, the routing engine can apply to different request types, PO or non-PO, including a stock request from an inventory warehouse, a payment request of an invoice outside of a PO, approval of attached documents, allocation of costs to a project or GL account, or approval of an employee expense reimbursement for business travel.

Using different Request Types in eRequester which may create different types of transactions in the accounting system, whether a PO or AP Voucher, you can set custom authorization levels for different types of requests. You can have different thresholds for additional approvals for different Request Types. With the integrated eRequester Budget Control module, you can also require additional approvals if you are in a state of "over-budget" compared to a pre-defined budget category based on GL account or project, in detail or rolled up to a budget summary level.

• Unlimited number of approval levels
• Flexible approval routing rules and exceptions for any request type (such as capital)
  or budget state (such as non-budgeted or over-budget)
• Customizable approval routing paths based on Request Type
• Notification options that allow requisition details to be reviewed by specified personnel

• Notification options that allow requisition details to be reviewed by specified personnel
• Proxy approver delegation for alternate review when standard approvers are unavailable

• Route requisitions based on over-budget status with the Budget Control module
• With the Project Module, you can track budgets against projects as well as GL accounts, with separate approval workflow depending on budget status.
• Using the Change Order Module allows you to have a separate approval process for change orders against a requisition that had previously been approved and turned into a PO.
• The Blanket PO Module lets you have separate routing logic for a blanket PO request versus a purchase requisition, for simple review and processing of a high-level blanket PO or project amount. Releases against the Blanket PO can also have separate approval workflow.
• Stock requests out of the Inventory Module can have their own approval workflow.
• Non-PO voucher or payment requests can have their own approval workflow using the Payment Request Module.

Budget to Actual	Route requisitions based on over-budget status with the Budget Control module, adding additional workflow by departments or other attributes if a GL account or projects is over budget.
Project Accounting	With eRequester's Project Module you can track budgets against projects and tasks, as well as GL accounts, with separate approval workflow depending on budget status.
Change Orders	The Change Order Module allows you to have a separate approval process for change orders against a requisition that had previously been approved and turned into a PO.
Blanket PO	The Blanket PO Module lets you have separate routing logic for a Blanket PO request versus a Standard PO request, for simple review and processing of a high-level Blanket PO or project amount. Releases against the Blanket PO can also have separate approval workflow.
Stock Requests	Stock requests out of the Inventory Module can have their own approval workflow to manage the fulfillment of departmental requests from existing inventory.
Mobile Approval	eRequester's Mobile Approval Module puts requisition and payment requests at designated users' fingertips. The Mobile Approval Module facilitates notification, review, approval, rejection and other communication from supported mobile devices, including Blackberry and iPhone.
Voucher Requests	eRequester's Payment Request Module allows users to enter non-PO Expense or invoice Requests into eRequester. Users can enter Invoice Number, Date, Vendor, Item, or Account information along with Quantity, Cost and comments and then attach a scanned copy of the receipts or invoice to the Requisition. Approved expenses are auto-posted to AP as vouchers.