Hey,
I have a few more questions if somebody can help me please (sorry, I have a lot of questions, I know!).
I have not received a visual demonstration of what is possible as standard functionality from our partners yet and I just want to know that the below will be available/possible as standard functionality:
Suppliers
- Is there a supplier database within the system that requisitioners can search for suppliers based on a classification list or key words in a relevant field that holds the details of the goods and services it provides - but would we also be able to blank out sensitive information so only the Finance Users can see? What information can we hold on a supplier?
- Is there a customisable information tab which we are able to hold the following details - goods/services the supplier provides, the status of the supplier (Approved, Unapproved, Pending, etc.), Supplier or Contract, IR35 and credit checks, Insurance, Quality, Environmental, H&S, Bank Details, Payment Terms?
- Supplier account able to hold a general address to send the Purchase Order and a payment address to send the remittance advice (addresses may be different)?
- Can the system send automated emails to suppliers when it recognises an expired certification date?
- Are you able to deactive/reactive a supplier?
Goods Receipt
- We need to be able to answer key questions around quality and performance - is there sufficient supplier performance reporting available?
- Is it possible to have a check box on the goods receipt to tick if the invoice is the final payment so that the system can automatically clear down any remaining balance left on the Purchase Order?
Reports/Enquiries
- Is there a standard OOTB report that provides product code with description of code to include - requisitioner/req no/PO no/Supplier name &ID/description/costs/invoice no/transaction no/financial dimensions/period?
- Is there an outstanding commitment report which you are able to filter by financial dimensions set up & the period?
- Requisitions report to include requisitioner name/req no/supplier name&ID/product code/financial dimensions/description/costs/PO no/workflow status/invoice trans no/GRN receipt no.?
- Spend report which can be filtered by supplier/department/cost centre/period?
- Supplier report to show all requisitions and PO's and all related detail?
- Requisitioner report to show all requisitions and PO's and all related detail?
- Supplier ID - detailing different tabs highlighted above including insurance, quality, environmental, H&S - showing all the certification detail and expiry dates?
- Bank account detail report?
- Payment terms report?
Other questions
- Can you set up a leaver notification in the system that can be sent to the Purchasing Team so that the name on the Purchase Order can be updated? Can we be informed of new starters through the system too?
- When registering an invoice, can you have the bank details pop up so they can be reconciled against the invoice document?
- Are you able to search anything per 'active', 'historical', or ALL?
- Will the system show a workflow map for each requisition and PO?
- Can users receive email or a notification and chase notifications of tasks to actions?
- Can there be an alert sent to the Purchasing Team when the requisition workflow has failed?
- Are we able to set up the PO template to quote the suppliers email address as well as their postal address?
Any information anybody would be able to provide me with on these questions, that would be amazing, thank you!
37
Share
Report
All responses (
Answers (
