ERP requisition triage
This module is enabled per organization. If you don't see Triage in your menu, talk to your Sourced contact.
Requisition triage is the screen that consolidates a view of every requisition synced to Sourced, in two ways:
Pull: Sourced connects to your ERP (SAP, Oracle, JD Edwards, SAP Business One, among others) and syncs the new purchase requests or purchase orders that have been created and approved.
Push: requisitions created through Sourced's public API.
From this screen, using a set of filters and data, the buyer selects the lines that were created and decides what to launch as a spot purchase (request for quotation), quickly and with all the data and files already synced.
The board
The columns follow each item's cycle:
To quote: newly imported items awaiting a decision.
Quoting: items launched in an active PR.
Offers received: with supplier responses.
Ready to award: comparison complete.
Awarded: with a PO generated.
Discarded: the ones you decided not to buy through Sourced.
How to work
Open an item's detail to see its description, quantities and ERP data, and edit whatever you need.
Select one or more items from To quote.
Use smart consolidation: the AI suggests which items are worth quoting together.
Launch the quotation: a spot PR is created with those items and follows the normal flow (supplier selection, sending, comparison).
Anything that shouldn't be purchased, discard it to keep the board clean.
Per-requisition mode
Some organizations work with atomic requisitions, that is, requisitions that must be processed in full and not line by line. In that case, selection and launching happen at the level of the complete requisition.
Traceability is maintained end to end: every PR created from triage stays linked to its source requisitions in the ERP.
ERP buyer and destination
When the requisition carries an assigned buyer or a destination (the delivery plant or branch), you see them as chips on each item and as columns in the table view. The Buyer and Destination filters in the top bar let you narrow the board down to your own lines; your selection is remembered for future visits.
When launching a package, the destination also works for you:
If the package mixes items with different ERP destinations, the launch dialog warns you with a breakdown per destination. It is a warning, not a blocker: you can proceed anyway.
If every item shares the same destination and one of your organization's addresses has that code configured, the delivery address is pre-selected (marked "Suggested based on ERP match"). You can always change it.
Reviewing attachments before launching
In the launch dialog, the "What the supplier will receive" section lists the files synced from the ERP that will travel along with the request for quotation. They all start checked: uncheck the ones that should not reach the supplier (for example, internal paperwork) before confirming.
Excluded files are not lost: they stay on the launched request, in the Attachments tab, under "Not sent to the supplier", where you can download them whenever needed.