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

1. Open an item's detail to see its description, quantities and ERP data, and edit whatever you need.

2. Select one or more items from To quote.

3. Use smart consolidation: the AI suggests which items are worth quoting together.

4. Launch the quotation: a spot PR is created with those items and follows the normal flow (supplier selection, sending, comparison).

5. 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.