Electronic Requisition Approval
for XA

eREQ for Infor XA enables electronic approval for XA Requisitions and Purchase Requests. eREQ automatically routes these objects to the appropriate person for review. Review and approval can be accomplished in PowerLink or via e-mail. Real time status of the request is always available in PowerLink. eREQ extends standard XA Procurement Management capabilities so it is deployed quickly and cost effectively and is easy to maintain and upgrade.

eREQ improves the timeliness, accuracy, and efficiency of communications between requesters, buyers and managers, which results in numerous benefits including:


• Improved control of spending for supplies, MRO, and production
• Reduced paperwork and administration costs
• Improved visibility of Requisition approval status
• Decreased expediting costs due to delays in approvals
• Improved uptime through visibility of direct material and/or machine
part approvals

eREQ Features


The starting point for eREQ is an XA Requisition or Purchase Request, a new capability at XA 7.7 that allows for multiple line items on a single Requisition



PO Creation


When approval is completed or the requisition is rejected, confirmation emails can be sent to the requester and any watchers. Within XA Procurement Management, the procurement team is provided with a list of items that have been approved for purchase. Buyers can create a PO directly from that requisition or multiple items on multiple requisitions, and then simply release that PO for communication to the supplier. If the requisition has not been authorized for purchase, eREQ will prevent creation of a PO.



Developed for XA, using strategic XA development components


• XA Procurement Management requisitions and PO’s are the
foundation for the enhanced capabilities of eREQ. If you already
have knowledge of core XA Procurement Management
capabilities, installation and training for eREQ is accomplished
quickly, you can be live in just a few days.


• There is no separate ‘workflow’ product to install and maintain, no
server applications, and no additional database. All data is
inherent to XA. eREQ is XA.

Requisition Setup


Requisitions can be classified asinventory, non-inventory or capital requests. eREQ includes a capital projects database, which allows you to define project parameters like start and stop dates, default financial accounting codes, and more.



Requisition Approval Process


Once a requisition has been entered and flagged for approval, eREQ routes the object to the appropriate reviewer based on type of request and the total $ amount. That request is also delivered via e-mail to the appropriate manager for approval. If the requisition had an XA attachment, that attachment will be included with the email. A password can be required for an email user. The manager can approve the requisition by clicking the check icon or reject the requisition by clicking the X icon in the e-mail body. The approver does not have to be an XA user to utilize the email approval or rejection.



eREQ integrates with IFM/EFinance budgets to provide visibility of Budget status for the specific account, and how the budget will be affected by this requisition.



If the approver uses PowerLink, detailed reviews of requests and approvals can be done directly from the requisition screen. PowerLink also provides real-time status of the requisition so interested parties can quickly determine exactly where in the process their requisition is. Detailed history of each transaction is saved so you know specifically who approved/rejected the requisition and when they took that action.



To help manage the decision process eREQ provides notification if an approver does not act within a timeframe specified during eREQ setup. Approval emails can be resent as needed.

Prerequisites for eREQ: XA R7.7 and higher, Procurement Mgmt, Enterprise Integrator, SMTP messaging for email alerts.

Clients Successes

“Working in partnership with CISTECH, we have transformed our company using advanced technology available with MAPICS XA. We have integrated and streamlined our entire supply chain, from customer forecasts and orders through to planning, production, and shipping.”

Clients Successes

“We’ve virtually eliminated transaction errors by using the Supplier Portal. With the suppliers on the system, our accuracy is 99% and our on-time delivery has improved to about 97% while reducing inventory.”

Clients Successes

“Leveraging MAPICS applications with CISTECH’s product and industry knowledge, we’ve been able to consistently improve efficiencies in inventory control, delivery, and collections.”