Set Up Requisition Management
Sparkrock 365 includes functionality to help you create, process, authorize, and track purchase requests within your organization. Before you can use this functionality, you must perform some setup.
The general settings for finance requests can be found on the Purchases & Payables Setup page, on the following FastTabs:
Finance Requests
Limited Access Settings
Number Series
For more information about how to set up requisition management, in the following table, select the links.
| To | See |
|---|---|
| Learn how to set up expense types and expense types categories. | Expense Types and Expense Types Categories |
| Learn how to set up items and item categories. | Set Up Items and Item Categories |
| Learn how to import and export item and expense type images. | Import and Export Item and Expense Type Images |
| Learn how to set up expense type price lists. | Set Up Expense Type Price Lists |
| Learn how to update the expense type current unit amount. | Update the Expense Type Current Unit Amount |
| Learn how to set up options for items and expense types. | Set Up Options |
| Learn how to set up attributes for items and expense types. | Set Up Attributes |
| Learn how to set up PR types. | Set Up PR Types |
| Learn how to set up account sets for finance requests. | Set Up Account Sets for Finance Requests |
| Learn how to set up budget checking. | Set Up Budget Checking. |
| Learn how to set up taxes for requisition management. | Set Up Taxes for Requisition Management |
| Learn how to set up currencies for requisition management. | Set Up Currencies for Requisition Management |
| Learn how to set up report selection for requisition management. | Set Up Report Selection for Requisition Management |
| Learn how to set up a manager user. | Set Up a Manager User |
| Learn how to set up the confidential flag for incoming documents and attachments. | Set Up Confidential Flag for Incoming Documents and Attachments |
See also
Expense Claims
Finance Request Lines Rate Calculations
Mileage Calculations on Expense Claims
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