Procurement Request Module
A module that is of great importance, especially for the procurement sector but also for the entire company. This module allows every employee to initiate a procurement request for any item (both goods and services). It is possible to define the required quantity for procurement, expected delivery dates, mark the procurement as urgent, and more. After the request is initiated, the document is sent for approval to the immediate supervisor of the employee (who will be informed via email about the request).
After approval by the supervisor, colleagues from the procurement department have the ability to directly create a purchase order from this document without the need for re-entering the data. This significantly shortens the procurement cycle, makes colleagues' work more efficient, and provides them with time for additional activities instead of spending it on operational data entry.
These documents can be divided by departments, separating procurement requests for office supplies from procurement of spare parts, consumables, and the like. This achieves transparency and enables the division of work among colleagues in the procurement department.
The exceptional functionality of this module is particularly evident with items configured in the ERP not to fall below a certain stock level. For such items, it is possible to set up automatic creation of purchase requests, from which a purchase order is generated. The advantage of this approach is to maintain stock at an optimal level without overburdening the procurement department with this operational activity.
Purchase Request Module
A module that provides the ability to enter a complaint document for a specific supplier, linked to financial approval documents/receipts.
On the document itself, it is possible to enter dates relevant to the document, the complaint amount, and other details. The document's progress is managed through statuses, where it can be left in the input status, marked as in progress, and after the completion of the business process, it can be switched to the status of accepted or rejected complaint.
The document is created following the example of others in MS NAV/BC, so it has its rows where it is possible to enter one or more items that we advertise to the supplier, the quantity we request for the complaint (where it is possible to get details down to the serial number, not just the item level).
Each complaint can be linked to several receipts based on which the goods are claimed, making it easier to trace for future reporting.
The complaint process is certainly something that involves not only procurement but also other participants in the business process. Therefore, each of them can enter their comments, approval amounts for the complaint, cost data that will affect the business performance.