{"id":777,"date":"2022-08-03T11:40:58","date_gmt":"2022-08-03T15:40:58","guid":{"rendered":"http:\/\/dab-04.eproofs.ca\/?post_type=product_solution&#038;p=777"},"modified":"2022-09-01T12:32:34","modified_gmt":"2022-09-01T16:32:34","slug":"pacifictech-purchasing-workflow-for-sage-300","status":"publish","type":"product_solution","link":"https:\/\/www.da.ca\/fr\/product_solution\/pacifictech-purchasing-workflow-for-sage-300\/","title":{"rendered":"Pacifictech Purchasing Workflow for Sage 300"},"content":{"rendered":"<p><span class=\"ImageLeftAlign\"><img decoding=\"async\" id=\"__mcenew\" src=\"https:\/\/www.da.ca\/wp-content\/uploads\/2022\/06\/pacifictech-logo-100x130-1.png\" alt=\"\" data-udi=\"umb:\/\/media\/5a5ca9e80f944d549c8019107e6c89dc\" \/><\/span><em><strong>Purchasing Workflow <\/strong><\/em><strong>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. <em>Purchasing Workflow<\/em> enables organisations to tightly control &amp; manage their procurement system.<\/strong><\/p>\n<h3 class=\"no-padding\"><em>Purchasing Workflow<\/em> 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.<\/h3>\n<p><strong>Notification Engine<\/strong><\/p>\n<p>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.<br \/>\nThe Notification Engine supports major email platforms including Gmail, Office 365, Exchange, Lotus Notes and GroupWise.<\/p>\n<h4><strong>Workflow Management<\/strong><\/h4>\n<p>Purchasing Workflow provides the ability to monitor and manage documents that are either within or have completed the workflow process:<\/p>\n<ul class=\"dark-blue\">\n<li>Approval Console, to present and collect approvals from individual users<\/li>\n<li>Management Console, allows managers to review documents currently in the workflow process for their assigned cost-centers<\/li>\n<li>Ability to escalate overdue user approvals<\/li>\n<\/ul>\n<h4><strong>Workflow Engine<\/strong><\/h4>\n<p>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:<\/p>\n<ul class=\"dark-blue\">\n<li>Document value and Authority Level values<\/li>\n<li>A documents contents, for example, the presence of capital items or non-stock items<\/li>\n<li>Date based User substitutions<\/li>\n<li>Support of multiple authorisations on a single transaction<\/li>\n<li>Event Log of all workflow &amp; approval events<\/li>\n<\/ul>\n<p>Once a requisition document is fully approved, the workflow engine can further process the document in several different ways &#8211; create PO, pool &amp; consolidate PO\u2019s, or use Internal Issues to fulfil requisitions directly from an inventory store.<br \/>\n<br class=\"br2\" \/><\/p>\n<h4><strong>Cost Centres<\/strong><\/h4>\n<p>Cost Centres are a pivotal feature in Purchasing Workflow providing the organisational purchasing structure, management and GL segment override settings.<\/p>\n<h4><strong>User Configuration \/ Security<\/strong><\/h4>\n<p>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.<\/p>\n<h4><strong>Substitutions<\/strong><\/h4>\n<p>The substitution facility allows users to nominate another user to carry out their approvals while they are on leave.<\/p>\n<div class=\"service-image img-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.da.ca\/wp-content\/uploads\/2022\/06\/pacifictech_purchasing_workflow_image1_configuration4_930x409c0pcenter.png\" alt=\"Purchasing Workflow\" width=\"930\" height=\"409\" \/><\/div>\n<p><strong><br \/>\n<a href=\"https:\/\/www.pacifictechsol.com\/file\/pacifictech-purchasing-workflow-us-letter\/open\" target=\"_blank\" rel=\"noopener\">Download the Purchasing Workflow brochure<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 &amp; manage their procurement system. Purchasing Workflow provides a simple and efficient requisitioning interface; setup options are available to optimise or [&hellip;]<\/p>\n","protected":false},"featured_media":0,"template":"","product_category":[37],"class_list":["post-777","product_solution","type-product_solution","status-publish","hentry","product_category-other-development-partner-products"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.da.ca\/fr\/wp-json\/wp\/v2\/product_solution\/777","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.da.ca\/fr\/wp-json\/wp\/v2\/product_solution"}],"about":[{"href":"https:\/\/www.da.ca\/fr\/wp-json\/wp\/v2\/types\/product_solution"}],"wp:attachment":[{"href":"https:\/\/www.da.ca\/fr\/wp-json\/wp\/v2\/media?parent=777"}],"wp:term":[{"taxonomy":"product_category","embeddable":true,"href":"https:\/\/www.da.ca\/fr\/wp-json\/wp\/v2\/product_category?post=777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}