Maintaining and managing corporate spending is consider being really critical task, but with the help of ProcessMaker it has been turned into a simple process automated process than you imagine.
ProcessMaker has core capabilities which will enable you to design and automate your organization approvals on the Purchase budget.
Today in this article we would like to show you that how you can design your Purchase Requisition process in ProcessMaker
Complete Process of Purchase Requisition will look like this.
2. Login Screen:
Login screen for ProcessMaker.
3. View after Login
Inbox view after login in to ProcessMaker.
4. Starting New Case
We can start new case by clicking ‘Start Case’ button in Process Information frame.
5. New Case
6. Filling Form
7. Assigning Case Step:
8. Email Notification with link to respective case:
After assigning the step request information is notify by Auto Generated email notification with pre-design template to the next user.
9. Case Received by Department Head:
The request submitted by Applicant will be received his manager
10. IT Head Approval:
For example, if a person has requested for IT Asset, than after approval it will go to the IT manager.
12. Approval Committee Head Case:
13. Purchase Department Case:
Here the purchase Manager will get all the information of the purchase request along with the Applicant name and approval date & time.
14. End of Process:
15. Request Acceptance Email Notification:
Once the request gets approved by everyone the Applicant will get an auto generated notification along with auto generated output document in the form of attachment.
16. OUTPUT Document of Process:
17. Request Rejection Email Notification:
If manage rejects purchase request an email notification will goes to the Applicant along with Case no of request, time of rejection and reason of rejection.
I hope this document is helpful, for more information or for the demo request of ProcessMaker email us on firstname.lastname@example.org