USL Financials’ Financial Accounting Suite of Applications provide a fully-integrated, full encumbrance fund accounting system, offering all the financial management features needed today by not-for-profits and government agencies for making smart strategic decisions, achieving the highest level of fiscal accountability, and evaluating performance.

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Purchase Requisitions

USL Financials Purchase Requisitions is closely integrated with the Accounts Payable, Purchase Orders, Inventory Control and Project Accounting modules. As goods are ordered, all the information is cross-referenced with these other modules.

USL Financials Purchase Requisitions shares vendor, purchasing addresses, and distribution code tables with Accounts Payable and Purchase Orders. Information from the Inventory Control module Item and Warehouse files can be used to create line items for Purchase Requisitions.

FLEXIBILITY

Full encumbrance accounting and real-time budget checking.

VENDORS

Customized vendor item codes to speed purchase order entry and ensure order accuracy.

PURCHASE REQUISTIONS

Customizable purchase requisition forms, with integration with both system budgets and project budgets.

DOCUMENT MANAGEMENT

Ability to attach documents to purchase requisitions. Documents can be attached/scanned prior to, during or after pq entry and retrieved during reporting or vendor inquiry.

ONLINE HELP

USL Financials contains context-sensitive, online help for all features and functions of the system.

WORKFLOW

Workgroups allow departmentalization and different approval paths for transactions.

PURCHASE REQUISTIONS

FEATURES

GENERAL

Paperless electronic routing with up to nine levels of review/approval.

Full encumbrance accounting.

Real time on-line budget checking to ensure available funds.

Integration with both system budgets and project budgets.

Customized requisition order forms.

Create requisitions when the actual vendor or item price is unknown.

Review the entire purchasing history of the requisition.

Easy recall of prior PQs or previously ordered items during PQ entry.

Unlimited notes may be entered for purchase requisition line items and can be printed on PQ.

Permits different units to be used for stocking, ordering and receiving.

Uses the flexible user-defined Purchase Order fields.

Creates multiple-drop purchase requisitions. For any line item, allows separate deliveries to the same or different locations.

STANDARD VENDOR ITEMS

Use vendor item codes to speed purchase order entry and ensure accurate line items or to integrate with Inventory Manager.

Items can be ‘vendor specific’ or available to all vendors.

SYSTEM INTEGRATION

USL Financials Purchase Requisitions (PQ) integrates with the Accounts Payable (AP), Purchase Orders (PO) Inventory Management (IM), Project Accounting (PA) and Fixed Assets (FA) modules to price and quantify purchase requisitions created by the system.

PQ allows for verification or account numbers, components and budgets through the Control System module.

Vendor tables, purchasing addresses and distribution codes are shared with the Accounts Payable module and can be maintained from either module.

Integration with both system budgets and project budgets.

Workflow integration with Outlook/Exchange or any SMTP email system.

REPORTS

Provide powerful on-line inquiry and drill-down tools:

Provides comprehensive on-line inquiry tools in Workflow.

User’s Inbox to monitor the status of a particular user’s workload.

Exception reporting to monitor the status of requisitions which are behind schedule.

Requisition History to provide in-formation about all the steps a requisition has gone through, including which users have worked on it.

Allowed states in workgroup.

Prints a PQ Exception List to pro-vide information on incomplete purchase requisitions, including which information is required to complete it.

SECURITY

Full USL Database, Module, Menu, Function, Action and Account Level security options relative to the system security.

Full security by Delivery Location in PO and PQ.

Departmental Security via Workgroups in A/P, A/R, GL, and PQ.

Security by Project, Sub-Project, and Funding Source (Grant)

MINIMUM SYSTEM REQUIREMENTS

SERVERS

Dual Core, 2.3 GHz or better

4GB RAM (32-bit Windows Server) sized by need

8GB RAM (64-bit Windows Server) sized by need

Windows Server 2008 – 2012 (R2 supported) (64-bit recommended)

SQL SERVER

Microsoft SQL Server 2008 – 2014 (R2 supported) (64-bit recommended)

TERMINAL SERVER (if utilized):

Dual Core, 2.3 GHz or better

4GB RAM (32-bit Windows Server) sized by user count

8GB RAM (64-bit Windows Server) sized by user count

Windows Server 2008 – 2012 (R2 supported) (64-bit recommended)

CLIENT WORKSTATIONS

Core 2 Processor, 2.3 GHz or better

2GB RAM or better

Microsoft Windows 7 (SP1) – Windows 10 Pro

Microsoft Office Professional 2007 – 2016 (32-bit only)

PURCHASE REQUISITIONS

Review the Purchase Requisitions Cutsheet