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Last Post 03/13/2017 8:53 AM by  brupp
RQC for Capital Requisitioning
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Ann Tyler
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11/03/2016 6:44 AM

    We are in the process of updating our manual Capital Requisition process.  Have any other customers used RQC for Capital?  We have requirements to obtain approvals from Biomed, Facilities Enginieering and IT before a Capital can be processed.  We also would like to keep all source documentation associated with the capital purchase attached to the request as needed.  

    John Turpin
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    11/03/2016 9:22 AM
    Hey Ann,

    We currently use RQC for capital requests. In short, in order for a capital PO to be issue, the req has to include the items being ordered (obviously) and the signed quote that has been approved by the appropriate department leaders. We also require that any capital request be submitted with a PO code of CAP, this helps us pull out capital requests from the system so that the buyer responsible for processing capital requests can ensure the signed quote is included in the req and he then verifies with the department as well as our capital team it has been approved and then processes the PO.

    Hope this helps.
    Michelle Wetzel
    Lawson Procurement Systems Specialist
    Carle Foundation Hospital
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    11/03/2016 9:42 AM
    Ann -

    General Ledger created an account to use for all capital orders. It's set up only for requesting (not PO processing) so it requires that the buyer change it before releasing the PO. This allowed us to build our process flow to take everything coded to that account through a stricter flow (supervisor, manager, VP, regardless of dollar amount) than a normal special/nonstock order.

    John - sidebar question. I'm at the beginning stages of a project that would use PO codes at the req level. Do your requesters use RQC or RQ10 to submit? Is there a way to put the PO code on the header level or is at the line level? And finally, does PO100 pull them over as complete POs with the PO code or do the buyers have to do it manually?

    Thanks,

    Michelle
    Stephanie
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    11/03/2016 9:55 AM

    Does your finance have activities in use for capitals?  This is a great way to track to project budget and requisitions can be processed via RQC/RQ10 to include this detail.  Approval workflows can be structured around the activity entered to then route to the appropriate cost center or identified hierarchy for approval - which would likely be different than the requesting locations account unit which would be used in regular/everyday requisition requests.  

    You can also create an RQC customization to help default the PO Code for the requester as part of the Requisition Center bookmark.  

    Stephanie Kowal | skowal@rpic.com
    John Turpin
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    11/03/2016 10:01 AM

    Hey Michelle,

    Our requesters use RQC primarily, there are a few that use RQ10, but we strongly encourage the use of RQC. It's more user friendly and provides more detail, especially for stock items (IE, SOH/Allocatable quantities).

    From my understanding, the PO code is set at the line level, not the header in regards to the req. I was looking on the REQHEADER table and did not see the PO-CODE value but it does exist on the REQLINE table.

    If a requester uses a PO code in the req, the PO100 job recognizes that and will auto pull that PO code into the PO itself. So there is no manually intervention required by the buyer in regards to the PO code. It can still be added/updated if necessary, but if it's in the req, the PO100 job will pull it through to the PO.

    Did I answer all of your questions? 

    Michelle Wetzel
    Lawson Procurement Systems Specialist
    Carle Foundation Hospital
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    11/03/2016 10:33 AM
    Thanks John - yes you answered my questions perfectly. We also have RQC and use it 99% of the time. I saw the code on the line level but not the header level. Good to have confirmation that I wasn't missing anything.

    Our PO100 job in test is NOT picking up the PO code when it creates the PO
    which is exactly what was confusing me - I'll open a ticket with Lawson.

    Thanks!

    Michelle
    brupp
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    01/11/2017 4:36 PM
    Hello - We are also looking to start requisitioning Capital in RQC sometime in FY18. Is anyone doing multiple electronic approvals by dollar amount via IPA? Also what 3rd party solution do you use for attaching documents? We are looking at Avaap's AttachIt, would like to know of others.
    Thanks,
    Beth
    Kat V
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    01/16/2017 12:43 PM
    We use Attach It here - the latest greatest has a slight gotcha - be sure they configure a warning prior to deletion. The icon looks very similar to the select record icon in Lawson v10 and we had some users deleting the attachments they were trying to open. So they had to turn on a popup to warn people it was deleting.

    It's the only thing close to an issue we've had with the product.
    brupp
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    01/17/2017 11:30 AM
    @Kat V - Good to know, thanks for the warning. On what forms do you have the icon available? 5 are included in our estimate. Does RQC count as 1 form, do you know? We intend to use the tool for bill only paperwork as well, not just Capital.
    Kat V
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    01/17/2017 12:17 PM
    I do not know if RQC is a separate form. We have it on RQC, RQ10, PO20, and Finance has it on a few screens as well.
    brupp
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    03/13/2017 8:53 AM
    Hi Kat - Do you use ImageNow or OnBase for scanning & linking to Lawson? We have ImageNow & Finance has some concerns with bringing on AttachIt & forcing AP to look outside ImageNow for something they may need.
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