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Spindle Requisitions

Reduce the time and effort typically needed for the requisition process with Spindle Requisitions

Working in Operational Procurement you likely experience problems with lack of automation or partially digitised processes. Visibility of incoming purchase requests can be difficult to access. Requesters sometimes don’t understand how to put together the right specifications and requirements from the current supplier. This can result in lost opportunities and unnecessary spend. Spindle Requisitions reduces the time and effort you typically need within the requisition process. It can send email notifications and reminders to users and authorisers, streamlining the workflow of requisitions.

All information at a glance

Spindle Requisitions enables you to streamline the workflow of requisitions by emailing notifications and reminders to users and authorities.

Save time and reduce your admin costs by receipting items when they come in. Access this anywhere, anytime and increase your receipt efficiency results with improved stock visibility

Gain more control of your expenditure by reducing fraudulent and inaccurate purchases

Create multiple approval route options, including value and budgets, and approve them within the email

Minimise errors and loss of requisitions by capturing requisition requests electronically

Provide all users with access to directly validate requisitions against Sage and convert to a Sage Purchase Order, allowing both buying and receipting without having a Sage user licence

Flexibility for every department

Technology has revolutionised how all departments operate, no matter which industry you are in. Whether it’s streamlining workflows, enabling collaboration or securing your information, there are a wide range of benefits for many businesses. Spindle Requisitions enables you to provide this flexibility for every department, helping you to improve your efficiencies, productivity, and business profitability.

Manage your projects more efficiently and provide all relevant stakeholders with access and visibility on project

Simplify the creation of POs and provide suppliers with up to date payment information.

Improve your stock visibility by receipting items when they come in. Enabling you to view real time availability and understand when you need to replenish orders.

Create automated processes more easily and quickly. Ensuring they are approved via the right channels with the automated creation of the order within Sage.

Key features

Automate POs

Instantly create your PO within Sage, and reduce the time you spend entering data

Approvals

Build approval routes using the correct channels with online approvals

Visibility

Provide your team with visibility of requisitions and approvals at anytime, from anywhere

Specification

Compatibility

  • 2011 (Service Pack 5 onwards)
  • 2013 R2
  • 2015 OEM
  • 2016 OEM
  • 2016 (Service Pack 2)
  • 200C Summer 2017
  • 200C Summer 2017 RM
  • 200C Winter 2017
  • 200C Spring 2018​
  • ​200C Summer 2018
  • 200C Summer 2018 RM
  • ​200C Winter 2018
  • ​​200C Spring 2019
  • ​200C Summer 2019
  • 200C 2020 R1
  • 200C 2020 R2
  • 200C 2021 R1
  • 200C 2022 R1
  • 200C 2022 R2

Application Server

  • Windows Server
    • 2016
    • 2019
  • Microsoft SQL Server 2005 or higher (32 or 64bit) Microsoft Message Queue
  • Internet Information Services (IIS) 7.0 or higher SQL Native Client 11 (SQLNCLI11)
  • Microsoft .NET framework 4.7.2
  • Access to the database instance or server that sage is installed in
  • Note that for sites that require concurrent licensing, the Spindle Requisitions server requires Windows Server 2008R2 or above.

*Note that for sites using Sage 200c Editions or above, 2008 R2 is not supported.

Spindle Requisitions has been tested in both VMWare and Microsoft Hyper-V environments.

Email

  • Both internally and externally hosted mail servers are supported and they must support SMTP and POP3 protocols.
  • For Spindle Requisitions to send alerts and email the following is needed: One SMTP account
  • Server Address or Hostname: mymailserver.local / 192.168.1.3 / mymailserver.com (required)
  • Email Address: email@mymailserver.com (required) SMTP Port: 25 / 465 / 587 / custom (required) Encryption: None / StartTLS / TLS / SSL (required)
  • If you mail server requires authentication, then the following is also required: Authentication Type: None / User Auth
  • Username: username@mymailsever.com (to be same as the email address is preferred)
  • Password: a strong password not containing the username or domain.
  • For Spindle Requisitions to send and receive remote authorisation emails the above is needed plus the following:
    • Two mailbox accounts. (Authorise and Reject) Protocol: IMAP, POP3, EWS.
    • Server Address or Hostname: mymailserver.local / 192.168.1.3 / mymailserver.com (required) Email Address: Two different addresses. reject@mymailserver.com / reject@mymailserver.com (required)
    • Port: 110 / 995 / 143 / 993 custom (required for IMAP and POP3 only) Authentication Type: None / BASIC / OAuth2 (EWS only)
    • Encryption: None / StartTLS / TLS / SSL (required)
    • Username: username@mymailsever.com (to be same as the email address is preferred)
    • Password: a strong password not containing the username or domain.
    • Microsoft Office 365 and Google Business are both supported, correct licensing and configuration must be set up by the client.

Sage Versions

The following Sage systems are supported by Spindle Requisitions.

  • Sage 200 (Supported by latest versions) Sage 1000 (Version 3 or below only)
  • For further details please see the Supported Sage Systems page
  • For Sage 200 sites, a Sage 200 client will be required on the Spindle Requisitions server.

Networking

By default, Spindle Requisitions will be installed on the local area network (LAN) using the machine name/localhost. All clients will need to be able to access Spindle Requisitions across the LAN. IIS is configured to use http. Using https is possible but additional certificates and DNS will need to be set up by the network administrator.

Other configurations are supported but will have additional configuration and security requirements. Please discuss further with the Fusion team in these circumstances.

Browser Support

Spindle Requisitions is developed and tested in Google Chrome on Microsoft Windows operating system.

It is possible to use Spindle Requisitions in Microsoft Edge and Internet Explorer, however Chrome is the recommended browser to use with the product as some functionality may not work correctly in Edge or IE.

We do not support MacOS or the Safari browser, however using Spindle Requisitions in Chrome on MacOS should function correctly. Any issues that arise in this use case will need to be reviewed as they may be specific to the Mac. If an issue occurs on a Mac that is not reproducible on a Windows environment, it will not be covered under support.

Safari and any browsers not listed above are not supported.

Tablet devices and phones such as iOS, iPadOS and Android are not supported.

Additional Information

Version 1.0.10.10714

Release notes: 16th January 2024

New Features

  • Addition of system key SEARCHRESULTSDEFAULTRANGEDAYS to specify default date range for search results filter.
  • Addition of system key OPENSEARCHRESULTWINDOWDEFAULT to enable default option for ‘Open search results in new window’ on search page.
  • Addition of system key DISPLAYWILDCARDROUTE to switch on or off the option to select the wildcard route.
  • Rename run stored procedures button to ‘Refresh Data’.
  • Improvements to the manual PDF create button and subsequent alert messages in the Purchase Order Details tab of a requisition.
  • General page load performance improvements.

Bug Fixes

  • Migration script change to sync up user ids where AUTHORISATIONROUTEUSERS system key is enabled.
  • Performance improvement when loading nominal accounts.
  • Enable Budgets button to view budget when a user does not have create requisition permission.
  • Tax being set to 0.00 on editing a requisition line.
  • Multi supplier data mapping issue.
  • Return line break functionality to the full description / notes text box in entry .aspx
  • AUTHORISATIONROUTES OFF change to pull back valid list of budget authorisers. Also includes a change to write automatic value authorisation note to the history grid when not fully value authorised.
  • Successful PDF print displaying a cached error message.
  • User Settings Route drop down refresh.
  • With authorisation routes enabled user can partial authorise when the PARTIALAUTHsystem key is disabled.
  • Installer sets the correct website default document based on the selected authenticationtype.

Additional Information

  • Copying and pasting URLs that contain the same session ID can cause issues with the log out button. As such, a new session should always be started up if you intend to be logged in as multiple different users simultaneously.

Version-1.0.10.10395

Release notes: 29th November 2023

Bug Fixes

  • Display the warehouse on receipt lines
  • Error the parameterized query (@name varchar(8000),@route varchar(3),@company varchar(4))Autho expects the parameter ‘@name’, which was not supplied.
  • Enable project accounting controls on a line if requestor has default warehouse
  • AUTHORISATIONROUTEUSERS system key, no currency values being set when this key was enabled
  • AUTHORISATIONROUTEUSERS when enabled editing a requisition line resulted in an error ‘given key not present in the dictionay’
  • Refresh value authoriser drop down on saving line
  • Refresh value authoriser drop down after a line is deleted on a requisition

Version 1.0.7.10243

Release date: 1st November 2023

New feature

Addition of a log out button

Bug Fixes

Fixed a bug that would prevent saving a new user or existing user changes in User Configuration

Version 1.0.5.10225

Release date: 30th October 2023

New feature

Inactive product filtering is now available. When enabled in user configuration, any product marked as inactive will be filtered out of selection within product lookup fields when adding stock lines. This will be enabled as standard on future installs and upgrades. Any users that require visibility of inactive products can switch it off in User Configuration.

Bug Fixes:

  • Various performance improvements
  • Restrictions / Workarounds

When email settings are changed in the application, a manual service restart is currently required for them to take effect. When upgrading a site, please ensure you click the Recreate Procedures button on each company in Company Configuration. Recently additions and improvements have updated some of these procedures and recreating them is necessary for the changes to take effect.

Version: 4.0.5.9536

Release date: 15th June 2023

New Features

Added filter rows/controls to the project code, project item and nominal accounts grid to enable easier searching

Why Draycir?

A customer-focused approach

We put our customers at the centre of every decision we make.

Market leading development

We use all the latest development technologies and testing techniques to ensure we are leading the way in development for delivering cutting edge solutions for our partners and customers.

People love working with us

We pride ourselves on our friendly approach, why not give us a call and see for yourself?

Enhance this with….

Document Management

Get control of your documents and reduce your workload with Spindle Document Management.

Purchase Invoice Recognition

Automatically capture invoice data into Sage 200 with Spindle Purchase Invoice Recognition.

See how our products can help you

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