External Requisition ID's - Ideas on Best Practices

ben-auer

Hey Everyone,

Current process: We are currently using a ticketing system for specific requests.  The request is assigned an ID# from the ticketing system.  The request is then manually entered into Infor as a requisition. 

The owners of these specific requests then maintain a spreadsheet where they take the ticket ID from the ticketing system, and the data from Infor and add to the spreadsheet.

Proposed Process: We want to create a report within infor using MyReports based on the requisition header and would include the Infor and ticketing system information based off the requisition created within Infor.  One stop shop without maintaining the external spreadsheet.

For consideration: Where can we put the ticket# on the requisition header?  My first idea was to enable and utilize a user field on the header.  What is everyone else doing or using? 

If you have a reference number(s) from an external system that you need to include on a requisition header, where do you put it?  **It can't be in comments or requisition description either. 

Thanks,

Ben

ryan-schumacher

We do not utilize this type of ticketing system like you do for requisitions, but have you considered using the Requisition Description field for the ticket ID? That would not require any customization, though certainly I could see a User Field specifically fulfilling this purpose, too.