Requisitions

Lesson Plan - October 13, 2021

At the end of the Requisitions lesson, the customer and targeted users will be able to perform all the necessary configurations and actions to make requisitions in maestro*, as well as their follow-ups and inquiries.

 

Unit REQ01 - Preliminary Analysis and Configuration

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

The objective of this lesson is to clarify the needs, requirements, and conditions to make requisitions and to perform the basic configurations related to their use in maestro*'.

PREREQUISITES

  • Security;
  • Stock Order from Catalogue;
  • Accounts Payable (AP);
  • Projects.

OPTIONAL PREREQUISITES

  • Document Management;
  • Contact Management;
  • Define Resources by project;
  • Catalogue Management;
  • Inventory Management.
  • Analysis
  • Configurations - Requisitions;
  • Configurations - Forms.
  • Discussion on the current and futur process (strengths and weaknesses);
  • Discussion on the types of transactions that can be entered in maestro* (specific cases);
  • Set up of the required configurations for the implementation;
  • Decision-making.

HOMEWORK

  • Reflect on the discussions.

30 min.
  • Training document REQ01

Pilot

 

Unit REQ02 - Operations - Requisitions

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

The objective of this lesson is to give the user the needed tools to make and close requisitions in maestro*, as well as manage inventory outputs.
  • Requisitions;
  • Requisitions; Supplier Order;
  • Inventory Issue (Inventory - optional);
  • Closing a Requisition;
  • Excel Import.
  • Explanation and completion of the different requisition windows, in accordance to the client's needs and software requirements;
  • Explanation of the different requisition types, according to the client's modules:
    • Requisitions with a supplier stock order;
    • Requisitions - Inventory Issue (optional);
    • Requisitions - Many purchase orders;
  • Compile Requisitions.

HOMEWORK

  • Test the various scenarios and processes.

3h
  • Training document REQ02
  • Template for Excel file import (F1)

Pilot and/or Super Users

Unit REQ03 - Analysis and Inquiry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer and identified user will be able to use maestro*'s analysis and report tools to find the information they need to follow-up on requisitions.
  • Requisition Progress;
  • Requisition Inquiry.
  • Review of previous concepts and validation of completed tasks as homework;
  • Validation and configuration of the Requisition Progress Report.

HOMEWORK

  • Validate the data entered in maestro*.

30 min.

Pilot

Super Users and/or Users

 

Unit REQ04 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson the customer will be able to use the standard maestro* forms defined to meet their needs.

  • Requisitions;
  • Incomplete Requisition.

N/A

To be Determined

 

Pilot

 

Unit REQ05 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer and designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.
  • Validation of the requisition process.
  • Review of previous concepts and validation of completed tasks as homework;
  • Test Assistance;
  • Transaction Validations;
  • Validation of reports and inquiries;
  • Review of configurations, if needed;
  • Review of the processes, if needed.

HOMEWORK

  • Complete integrated tests.

2h

 

Pilot

Users

 

Unit REQ06 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer will have shown the necessary knowledge and skills to complete requisitions in maestro*.
  • Validate learnings;
  • Review the security settings applied to the module.
  • Preparation of the next training lessons.

30 min.

Aquired Competencies Form - REQ

Pilot