Purchase Requisition and Inventory System - PowerPoint PPT Presentation

1 / 26
About This Presentation
Title:

Purchase Requisition and Inventory System

Description:

An Integrated Web-Based Purchase Requisition and Replenishment Solution Product Overview PurchaseIt is a web-based purchase requisition and replenishment system that ... – PowerPoint PPT presentation

Number of Views:104
Avg rating:3.0/5.0
Slides: 27
Provided by: brent158
Category:

less

Transcript and Presenter's Notes

Title: Purchase Requisition and Inventory System


1
An Integrated Web-Based Purchase Requisition and
Replenishment Solution
2
Product Overview
  • PurchaseIt is a web-based purchase requisition
    and replenishment system that seamlessly
    integrates with mission critical line-of-business
    systems to control and monitor purchase approval
    decisions that affect speed of delivery,
    inventory, budget and employee reimbursement.

3
Product Benefits
  • Centralized Procurement
  • - with work-flow to automate approvals
  • Shorter lead-times
  • Improved communication of order status
  • Enforces contract spending
  • Lowers cost of Direct Purchasing
  • Ability to flag patient billable items

4
PurchaseIt Target Market
  • No ERP (i.e. Lawson, McKesson)
  • Legacy ERP
  • Have ERP but requisition module too expensive
  • Need flexible integration with ALL internal MMIS
    systems
  • Want purchasing integrated with Cardinal Pyxis
    Kiosks
  • Want document management integrated into
    purchasing
  • Want COMPLETE supply chain purchasing solution
    from order to approval to vendor EDI messaging
  • Want historical matching of requisition documents

5
PurchaseIt Supports
  • Stock replenishment requests
  • Non-stock requisitions
  • No file, non-stock requisitions
  • Vendors that are not listed within the AP system
  • Check requests and expense reimbursement
  • Capital requisitions

6
PurchaseIt Capabilities
  • Dynamic form creation for each request for
    Purchase Order
  • Revision control supported by Fortis Document
    Management
  • Email notification of requisitions to approve
  • Dynamic routing of documents for off-hour and
    Emergency orders
  • Support for back-up authorizers if user is on
    vacation
  • Admin function to add non-catalog items to the
    item master list
  • Support for return credits for unused stock items

7
PurchaseIt Capabilities
  • Support for return credits for unused stock items
  • Built-in feature to pull ALL related documents
    from a past requisition (invoice, PO,
    requisition, check, packing slip)
  • Check request module for orders without a
    Purchase Order number
  • Capital budget module w/ sub-category definitions

8
Market Overview
  • Omni Buyer
  • OM Wisdom 2
  • GHX Catalyst
  • McKesson Pathways
  • Lawson Procurement Punch-out
  • Pro-Click
  • The race has begun.
  • Solutions are centered on their databases.
  • Few have integration with other applications
  • Most are web-based.
  • Elastic pricing all over the board.
  • ERP systems are cumbersome

9
Login
Control Table
  • User name is cross checked with department/cost
    center
  • Only those products identified for that user or
    cost center are displayed

10
User Dashboard
  • Control all aspects of the PurchaseIt solution
    from one user dashboard

11
Approval Status
  • Users can easily tell
  • Where a requisition is within the approval
    process
  • Who has approved
  • What revision
  • What category type
  • Original requisition date

12
Non-Stock Requisition
  • Non-stock items that are rejected are separated
    and only approved items continue
  • Improves efficiency of approval cycle

13
No-File Item Requisition
  • No-File are those non-stock items that are not
    cataloged in the item master
  • PurchaseIt then updates the item master

14
Stock Replenishment Request
  • Manage replenishment requests for items stored
    within the internal stock materials center

15
Materials Service Center (MSC) Console
  • Stock item orders can be modified by MSC staff in
    case of low quantities or returned items

16
Check Request
  • The check request module allows for all purchases
    without a purchase order or for those employee,
    training, consulting or rent expenses to be
    submitted for reimbursement.
  • Three (3) types of check requests are included
    standard, recurring (i.e. rent) and special
    purpose (i.e. donations).

17
Capital Requisition
  • Capital requisitions has a separate ADMIN module
  • Main capital project budget and sub-category
    budgets can be created
  • All sub-category budgets (i.e. construction,
    equipment, IT, etc) roll-up to parent project
    budget
  • Requisitions that exceed budget are STOPPED and
    routed appropriately

18
Capital Admin Module
19
Control Panel
  • Ability to approve, reject or dispute a
    requisition line item
  • Attach electronic documents to a requisition
    (i.e. vendor quote)
  • Cancel a requisition
  • Refund a requisition
  • Modify a requisition

20
Buy and Pay Entities
  • Support for companies that purchase on-behalf of
    other companies
  • Support for cost centers that buy on-behalf of
    another cost center

21
Products Admin Module
  • Add, delete and modify item master list by
    category of items
  • Supports item pictures for further clarification

22
Dynamic Document Creation
To Document Storage
23
Related Document Retrieval
Check
Invoice
Purchase Order
Pull ALL Purchase Related Documents for
Historical Reference
24
  • Process Workflow

25
Pyxis Supply Chain Solution
26
  • A Purchase Requisition Entry and Approval
    Decision Control System FULLY Integrated with
    Your Mission Critical Business Line Applications
    and Fortis Document Management System
  • The First COMPLETE Supply Chain Solution
Write a Comment
User Comments (0)
About PowerShow.com