Requester Process

This user guide will walk you through the process of creating petty cash, direct billing requests and purchase requisitions in Dynamics 365. To follow this guide, make sure you have the necessary permissions to create petty cash and direct billing requests in Dynamics 365.

This category provides articles on:

• Access Dynamics 365.
• Create Petty Cash Requests.
• Create Direct Billing Requests.
• Create Purchase Requisitions.
• Adding Component to Favorates.
• Setting up Notifications in Dynamics 365.
• Follow up on Closed Purchase Requisitions.
• Follow up on Received Quantity within PO.
• Receiving Services in Dynamics 365.
• Add Attachments.
• Manage Attachments.