Automate purchase requisitions from field service work orders, employee asset requests, or direct requests with approval workflows and PO generation.
RoundInfinity's Purchase Requisitions streamlines procurement by automatically generating PRs when inventory is unavailable for field service parts or employee asset requests. Route PRs through multi-level approvals, convert approved PRs to purchase orders, track PO status, receive goods, and update inventory automatically.
Support three PR origination flows: Field Service (auto-generated when parts unavailable), Employee Assets (auto-generated when stock depleted), and Direct PR (manual request). Ensure compliance with approval limits, vendor selection, budget tracking, and complete audit trails from request to receipt.
Auto-PR from Field Service
Automatically generate purchase requisitions when field technicians request parts that are not available in stock during work order execution.
Auto-PR from Asset Requests
Automatically create PRs when employees request assets (laptops, phones, equipment) and inventory is depleted or unavailable.
Direct Purchase Requests
Manual PR creation for office supplies, services, and other items not linked to field service or asset requests with custom approval workflows.
Multi-Level Approval Workflows
Route PRs through approval chains based on amount thresholds, department, category, and GL codes with parallel or sequential approvals.
Automatic PO Generation
Convert approved PRs to purchase orders automatically with preferred vendor selection, pricing validation, and PO number assignment.
Vendor Management
Maintain preferred vendor lists by category, track vendor performance, manage pricing agreements, and auto-select best vendor for each PR.
PO Tracking & Status
Track PO status from issuance to delivery with vendor acknowledgment, shipment tracking, delivery dates, and automatic reminders.
Goods Receipt (GRN)
Record goods receipt with quantity verification, quality inspection, and automatic inventory update upon acceptance with audit trails.
Budget & Spend Tracking
Track spend against departmental budgets, prevent over-budget purchases, monitor PR-to-PO conversion rates, and analyze procurement metrics.