Requisition Management

Product Overview

DynamicPoint’s Purchase Requisition SharePoint solution is designed for company’s who are looking to automate the creation, managerial review and Purchase Order conversion of requisitions. Are you currently using Excel or offline forms in conjunction with a manual approval process? Eliminate paper trails with customizable online forms, enforce company spend limits with automated approval processes and automatically create Purchase Orders in Dynamics ERP upon requisition approval.

Microsoft Dynamics Integration

Upon final approval of a requisition within DynamicPoint’s Requisition Management application, a purchase order is created real-time in either Microsoft Dynamics GP (formerly Great Plains) or Dynamics NAV (formerly Navision) utilizing web services and/or eConnect. If the receiving module is being utilized, a receiving transaction will also automatically be created in either application.

Requisition Management Product Features:

Add Inventory and Non-Inventory Items

Items can be directly searched from Microsoft Dynamics or added as non-inventory line items.


Attach Supporting Documents

Upload or email request for proposals, quotes and product images directly to the requisition.



Fully or partially denote items as being received as to complete the three way match of purchase orders.



Create intercompany transactions that distribute employee costs across multiple organizations.


Cost Accounting

Integrate with such Microsoft Dynamic modules as jobs, project accounting, dimensions and analytical codes.


Configurable Rules Engine

Define requisition policies that are enforced by our configurable rules engine.



We recognize that there are several solutions available in today’s marketplace for managing your company’s Requisition Management process. The goal of our offering is not to compete with the other providers, but instead provide an alternative. Whether other products are traditional on-premise or software-as-a-service offerings they all have one thing in common, they are stand-alone applications that must be configured and managed independently. DynamicPoint takes a different approach by building applications entirely within SharePoint. Please see the chart below for how we compare:

  • Create requisitions and add line items
  • Manager review, approval and rejection of submitted requests
  • Audit trails and status of approval process
  • Requisition creation by copying existing ones
  • Requisitions available as content within SharePoint lists
  • Attachments stored in SharePoint document library
  • Task and Email Notification using SharePoint
  • Full leverage of SharePoint workflow and native Outlook integration
  • Design workflows in Visio, SharePoint Designer or other workflow development application
  • Assign Requisition Creator, Approver and Administrator using SharePoint’s native integration with Active Directory
  • Deploy as a standard SharePoint solution
  • One-time licensing fee without per server or user costs
  • Purchase Requisition Creation
  • Content Management
  • Workflow
  • Administration
  • Pricing

Return on Investment

According to a study published by Paystream Advisors, the objectives for implementing an automated electronic procurement solution include the desire to optimize the procurement process, increased visibility and control, and lower costs. See the graph below detailing the breakdown of survey respondents in regards to the benefits experienced after implementing an Electronic Procurement Solution.

Benefits of Electronic Procurement Solutions


What is your company spending on these inefficiencies? Do the math on how many purchase requisitions your company processes in a month and you can see the clear case for automation.

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Why Customers Love DynamicPoint

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  • Kellie and team I really appreciate all your help getting our customer’s project sorted out. It may not have been our ideal go live situation with the client’s old system going down suddenly, but you have been awesome about very quick responses, and getting things taken care of for us and the client. Thank you.

    Brenda N.,
    Senior Director, Technology Services | RSM US LLP

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    Director of Business and Quality Information Systems | OneBlood, Inc

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  • We have been so impressed with DynamicPoint’s solution and their people. They put in the time to make sure they can deliver what they promise,” concludes Amy. “You can tell they are very committed to their customers and made me feel like a priority through every question and conversation.

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    Sr. Manager Business Applications & IT Support Services | CBORD

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  • DynamicPoint is very knowledgeable, quick turnaround times and great customer service. What they deliver is always what I asked for or more. One of my most favorite vendors!

    Shannon I.,
    Glidewell Laboratories

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  • Great expertise with both Microsoft Dynamics GP and SharePoint. DynamicPoint was very responsive and professional throughout the engagement. The product was exactly what was desired, and was bug free upon delivery. I highly recommend working with DynamicPoint for any GP customization or SharePoint development.

    Ron T.
    T.D. Williamson Inc.

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