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Purchase Order Management – Simplifying Purchase Order Workflow Automation

Your purchase order system most likely provides an extremely efficient workflow system that helps run the purchasing process, starting with the purchase order and continuing with the rest of the purchasing documents.

When a purchase order is entered into your software, no value-based changes are posted in the accounting system. However, the order quantities are listed in inventory management. It is, therefore, important that purchasing workflows are quick and as efficient as possible to make sure that the information held in your web based purchase order software is correct and as up-to-date as possible.

Although many purchase order systems have a good integrated workflow process, one of the biggest obstacles in the purchasing cycle is the initial step – getting purchase orders authorised. The procedure is often a manually-driven process that is slow and open to errors.

Furthermore, many purchases can require multiple levels of authorisations unique to business rules and departmental structures – especially if the value exceeds a designated amount. Unfortunately, this can mean more manual communication being pushed around the organisation and longer purchasing cycles. This becomes a hindrance to company productivity and performance.

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Automating purchase order management workflow

Codeless Platforms’ BPA Platform can automate purchase order workflow processes by providing users with the ability to streamline purchase order authorisations as well as record an audit trail of all purchase orders approved or declined.

The BPA Platform quietly monitors the purchase order table in the background. When a purchase order is entered into the approval management system it will automatically identify if the request requires approval from multiple line managers. It will also direct the request to another authoriser for review as and when a preceding authorisation has been given.

How does it work?

Codeless Platforms’ BPA Platform identifies the order total and uses the Decision tool to check the value of the purchase order. It then cross-references this against an established rule. For example, the business may determine that orders over £2k need authorisation by one person, whereas orders over £5k need authorisation by two people.

Once the information has been gathered by the Database Query tool, the data is placed into an approval workflow. This is then collated and sent as an HTML email, containing a link to the workflow job, to the relevant person via the Send Message tool.

The email will then arrive in the inbox requesting approval for the purchase order. The user then simply clicks the link to go to the workflow page upon which they can make comments and accept or reject.

If the purchase order requires a second authorisation, the BPA Platform simply repeats the steps with the updated information and automatically notifies the second person. Once this is complete, BPA Platform responds to the user that inputted the purchase order, including all comments.

Automating this process enables companies to easily and quickly establish more streamlined workflow authorisation processes, whilst removing a lot of manual tasks and decision making. As a result, this speeds up authorisation response times and will help improve the efficiency of the entire purchasing cycle.

If you would like to find out more about how to simplify your purchase order workflow procedures, download the Quick Start Guide to planning your Purchase Order Approval system below, or call us on +44 (0) 330 99 88 700.

Quick Start Guide: Planning Purchase Order Application Implementation

Quick Start Guide: Planning Purchase Order Application Implementation

Learn how to plan the implementation of your Purchase Order application to ensure it runs smoothly and is delivered on time and within budget.

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