Automized purchase flow incl. email directly from Planning or Req. Worksheets

Advantages when working with Planning or Req. Worksheets
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The "Whys" focus on how your business needs can be supported with the erp-solution. The topic is visualized - not demonstrated. The Whys This video includes functionality from the app "Purchase Order Management" which is available at Microsoft AppSource. Click to visit AppSource. Purchase Order Management

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Presenter: Jesper Nielsen, Head of Onboarding

One of the big advantages when working with the Purchase Order Management is that you can minimize the flow, minimize the work you do.

For example, if we go to the requisition worksheet, or it could be the planning worksheet, in this case I do in the requisition worksheet, and I do calculate the plan. So until now this is all standard, but if I want to use the Purchase Order Handling and do some automated stuff, I can select, it could be these two lines, and instead of using the carry out action as I would do normally, I will say handle journal and send mail.

In this case I will create orders, it could be quotes. So right now actually I created two orders, I also created two mails to send to my vendors. I can in the mail see directly back to the created purchase order, and now I can send the mail to the vendor. So the two orders are now in my purchase management journal and I can handle them here, or maybe they can be on the vendor’s vendor portal if they are set up for that.

So this is just an example of an automated flow, we will go deeper into the purchase management journal and how we handle the conversation back and forth with the vendor.