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Puridiom features a rules-based requisition setup that can use any data element on the requisition for routing purposes. Upon completing a requisition, system business-rules can be defined which may require certain information to be supplied or validated before the request can be forwarded for approvals.
Once forwarded, the request will be automatically routed for approvals. The user is presented with a system-generated approval routing list based on criteria defined within the Approvals Setup. This allows the end-user to know up-front who is responsible for approving their request. At this point, no changes can be made to the request unless it is rejected by an approver or cancelled by the originating requester.
The Requisition Routing and Approvals process manages pre-defined approval requirements based on installation-defined specifications. The approval process cannot be bypassed by the users, thereby instituting controls, eliminating “Maverick Buying” situations, while maintaining the integrity of the request. Approval criteria may be established based on dollar thresholds, users, departments, commodity codes, cost centers, projects, and many other criteria. Multiple dollar level approvals are supported. Approval groups may be created allowing the requisition to be approved by one or all in the established group. Users and approvers, at their discretion may add approvers to the approval queue on a discretionary basis. They may not bypass any pre-defined routing.
Requisition approval notifications may be established to notify the requisitioner, approver and buyer based on approval events. An HTML email of the request can be sent directly to the approvers email system for quick and easy review and approval. Approvers may reject the request back to the end-user or reroute the request to an alternate approver. Also, approver queues can be “Call Forwarded” when approvers are on vacation or out of the office for an extended period of time. This allows the request to continue through the procurement process without being delayed. Electronic signatures are supported.
Throughout the entire procurement cycle, users can track and review their requests. They can see the current status of the request, check history, and know where their request stands without making a phone call to purchasing. Once the request is fully approved, it can be automatically assigned and routed to the appropriate buyer for order creation. Additionally, once the request has been awarded to a supplier, the user can view a copy of the order online directly from within the Requisition process.
HTML Email Approvals
With HTML Email Approvals, users no longer need to log into Puridiom to approve/reject Requisitions. This option sends an interactive email copy of a Requisition to the approver. The Requisition can be approved or rejected directly from your email application (i.e. Microsoft Outlook, Lotus Notes). The email Requisition shows all the details of the request, including line items and pricing, and the approval routing list. When used in conjunction with the Budget module, it also shows how the budget is affected by the request. This module is popular with management because it is a real time saver!
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