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Tip: Triaging Min Max Requisitions with backing Agreements

edited Apr 17, 2019 11:35AM in Self Service Procurement 1 comment

Summary

How to triage min max requisitions created with backing agreements

Content

Support / Customers

We get issues on this flow often. I am compiling a list of checks that support could do as a first level triage before logging any forum posts. The customers can also check these internally to ensure some basic triage is performed that could save them time in going through a process of requesting support guidance.

Triage Aspects:

1. The agreement referenced is active (not expired and within the requested delivery date)

2. The agreement amount is not exceeded i.e. all of the agreement amount is not yet consumed in purchase orders

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