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Purchasing Workflow

Purchasing Workflow provides a sophisticated workflow engine with configurable rules, routing and approval functions. An easy-to-use requisition interface creates documents that are controlled through the workflow process.

Purchasing Workflow enables organisations to tightly control & manage their procurement system.

Requisitioning Features

Purchasing Workflow provides a simple and efficient requisitioning interface; setup options are available to optimise or restrict the interface depending on configurable user roles or specific user settings.

Ability to default all information (other than item number and quantity), including vendor, GL code and cost

Handling of stock and non-stock items

Templates can be used to load a list of standard items

Allows different vendors on different lines

Vendor selection is controlled at the item and user level

Ability for the requisitioner to view the status/progress of a document through the workflow

Integrated with PJC, allowing Job Related requisitions to be entered

Workflow Engine

Unlimited workflows can be designed to handle different requisitioning requirements. The workflow engine centrally manages each requisition based on a collection of rules and routing decisions:

Document value and Authority Level values

A documents contents, for example, the presence of capital items or non-stock items

Date based User substitutions

Support of multiple authorisations on a single transaction

Event Log of all workflow & approval events

Once a requisition document is fully approved, the workflow engine can further process the document in several different ways – create PO, pool & consolidate PO’s, or use Internal Issues to fulfil requisitions directly from an inventory store.

Notification Engine

A critical component of Purchasing Workflow is the Notification Engine which delivers timely information to parties involved in the requisition / approval process. Source documents can be automatically attached to notification emails.

The Notification Engine supports major email platforms including GMail, Office 365, Exchange, Lotus Notes and Groupwise.

Workflow Management

Purchasing Workflow provides the ability to monitor and manage documents that are either within or have completed the workflow process:

Approval Console, to present and collect approvals from individual users

Ability to escalate overdue user approvals

Management Console, allows managers to review documents currently in the workflow process for their assigned cost-centres

Cost Centres

Cost Centres are a pivotal feature in Purchasing Workflow providing the organisational purchasing structure, management and GL segment override settings.

User Configuration / Security

At the time of Requisition or Purchase Order the user can select from their restricted list of Cost Centres and Workflows that determine the handling of the source document.

Substitutions

The substitution facility allows users to nominate another user to carry out their approvals while they are on leave.

Availability & System Requirements

Sage 300 ERP: Standard, Advance & Premium Edition
Databases: Microsoft SQL Server, Oracle & Pervasive
Web Deployable: Yes

Required Modules

General Ledger

Accounts Payable

Purchase Orders

Integrated Modules (optional)

Inventory Control

Project & Job Costing

Internal Issues (by PTS)

Funds Availability (by PTS)

Workflow Documents (by PTS)

Vendor Catalogs (by PTS)

purchasing-workflow

Click below to download the brochure.

FOR MORE INFORMATION, PLEASE CONTACT US WITH YOUR ENQUIRY.