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Streamline Procurement with Smart Requisition Workflows

Automate and streamline every purchase request with the Purchase Requisition module in Dynamics 365 Business Central. Prevent unauthorized purchases, duplicate orders, and ensure transparency in procurement.
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    Strategic Relevance

    Why This Solution Matters

    As your business grows, managing purchase requests through emails, spreadsheets, or paper forms quickly becomes unmanageable. Without a central system, requests get lost, approvals are delayed, and budgets are overspent. At the same time, finance and procurement teams face increasing pressure to control costs, ensure compliance, and maintain transparent processes. Legacy methods only create bottlenecks, duplicate orders, and make it harder to see the bigger picture.
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    Without a central system, you risk

    Unauthorized or duplicate purchases waste money and create compliance risks.

    Manual routing delays approvals and slows critical purchases.

    Lack of visibility makes it hard to track budgets and control costs.

    What It Does

    Core Features & Benefits

    Our Incident Management System, built on Microsoft Power Platform, streamlines reporting, tracking, and resolving issues within your organization. It’s fast, clear, and secure, so nothing gets lost or ignored.
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    Easy Requisition Creation

    Simplify purchase requests with an intuitive form that captures all the necessary details in one place.
    • Auto-generate requisition numbers for consistency
    • Capture department, subject, items, and due dates in one place
    • Add items, quantities, due dates, and locations in a few clicks
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    Smarter Approvals & Compliance

    Speed up approvals and ensure compliance with built-in workflows and notifications.
    • Route requests only to authorized approvers
    • Approve, reject, or delegate with full visibility
    • Reduce fraud risk with transparent workflows
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    Seamless Post-Approval Processing

    Turn approved requisitions into purchase orders without duplication or manual effort.
    • Automatically transfer approved lines to the requisition worksheet.
    • Create purchase orders directly from requisitions.
    • Maintain traceable links between requisitions and POs.
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    Manage Changes & Audits

    Handle updates to requisitions or purchase orders without losing accuracy or audit trails.
    • Reopen approved requisitions under defined conditions.
    • Update or delete purchase requisition if items have not yet been received.
    • Ensure audit compliance with clear modification rules.
    Smarter Purchasing

    Streamline Purchases, Save Time

    Streamline purchases and save time with a solution that simplifies every step of the procurement process.

    Faster Requests & Approvals

    Submit requisitions quickly and receive approvals through system, reducing delays and bottlenecks.

    Reduced Manual Work

    Automate repetitive tasks, such as PO creation for same requirement, tracking, and notifications, to free up your team’s time.

    Improved Spend Visibility

    Track purchases, monitor budgets, and gain insights into buying trends for smarter decisions.

    How It Works

    User Journey & Workflow

    Simplify your procurement process with a streamlined workflow that keeps everyone aligned.

    Start Smarter Purchasing

    Get Started

    Submit Requisition

    Users fill out a simple form with items, quantities, and due dates.

    Approval & Compliance

    Requests are routed to authorized approvers, ensuring transparency and audit readiness.

    Purchase & Tracking

    Approved requisitions are converted into purchase orders, with full visibility and traceable links.

    Escalate & Approve

    Escalations and approvals happen automatically when needed.

    Resolve & Record

    The incident is resolved, with all communication and documents stored for compliance.

    Powered by Microsoft Ecosystem

    Modern, Secure, Scalable, Seamless

    Our incident management software built on Power Platform is secure, scalable, and easy to customize. It works smoothly with the Microsoft tools you already use. This solution is powered by:

    Power Apps

    for rapid, customizable UI development

    Microsoft 365 Integration

    Outlook, Teams, Microsoft Dataverse, Azure AD

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    Ready to Simplify Your Procurement Process?

    Let UCS help you implement a smarter, faster, and fully automated purchase requisition workflow in Dynamics 365.
    Schedule A Consultation
    Why UCS

    Trusted Microsoft Partner

    At UCS, we help organizations unlock the full potential of Dynamics 365 Business Central by tailoring procurement workflows to their exact needs. With a balance of expertise, customization, and long-term support, we ensure every purchase requisition process is efficient, compliant, and drives measurable results.

    Expertise in implementing and customizing Dynamics 365 Business Central for procurement needs.

    Design purchase requisition workflows tailored to your unique business rules and processes.

    Smooth integration with existing systems and reliable support for uninterrupted operations.

    A proven track record of delivering results with a focus on usability, ROI, and scalability.

    Built For Your Business

    Target Industries & Use Cases

    From corporate offices to large-scale operations, UCS’s Purchase Requisition System adapts to the unique needs of every organization. Discover how various industries can benefit from a streamlined, digital-first approach to procurement

    Corporate Offices

    Implement financial discipline in departmental spending with streamlined requisitions, approvals, and budget alignment throughout the organization.

    Manufacturing & Factories

    Simplify raw material and spare parts requests, ensure compliance with supplier policies, and minimize downtime with faster approvals.

    Educational Institutions

    Manage purchase requests for books, laboratory equipment, and campus supplies, ensuring accountability and budget control.

    Healthcare Facilities

    Handle requisitions for critical medical supplies and equipment efficiently, maintaining transparency and compliance with regulations.

    Government & Public Sector

    Enforce procurement policies, track spending across departments, and maintain full audit readiness with clear approval trails.

    Documentation & Support

    Help & Resources

    Maximize the benefits of your purchase requisition system with step-by-step guides, helpful resources, and ongoing support, ensuring seamless procurement operations.

    Documentation & Guides

    • User Manual:Clear instructions on creating requisitions, approvals, and purchase orders.

    • Implementation Guide:Technical setup, configuration, and workflow customization steps.

    Presentations & Reviews

    • App Review Presentation:Detailed walkthrough of features, workflows, and business benefits.

    • Case Studies:Real-world examples of how organizations improved procurement efficiency and control.

    Training & Support

    • Technical Support:Access expert assistance to resolve issues quickly and keep operations running smoothly.

    • User Training:Hands-on training sessions to empower teams and ensure adoption across departments.

    Smarter Requisitions, Faster Approvals

    Automate workflows, cut manual effort, and keep purchases aligned with budgets.

    Take Control of Your Procurement Process

    From requisition to purchase order, digitize every step for speed, compliance, and control.