Workflow Automation Use Cases

Purchase Requisitions

Challenge

The problem? Even smaller companies often must process a lot of purchase requisitions. For larger firms, the delays, human errors, and costs of outmoded purchase req processes can a nightmare.

The challenge: Develop an automated workflow for processing purchase requisitions.

Solution

• Self-service online forms prompt users in drafting complete, error-free purchase requisitions.
• A preparer’s submission is automatically routed for proper review.
• A purchasing agent receives automatic notification to review the requisition.
• If required, the requisition may be routed to the requester’s manager for approval – if, say, it exceeds a set spending limit.
• Forms and workflows are easily designed and edited using TAP’s intuitive interface.
• If needed, submitted or approved requisitions can also be routed through Accounting and Receiving.

Benefits

• Automating the requisition process accelerates it while reducing errors and delays via self-service forms with embedded business intelligence.
• Reduction of errors and increased efficiency drive cost savings.
• Centralized archiving of workflow data allows immediate or historical review of this request and others, and helps satisfy Sarbanes Oxley compliance.