Re: Purchasing Requisition System

   I have had some good success leveaging the Purchase Request area in XA
   now, and it's ability to tie in multiple requisitions to the request.
   Think of the request as a "header" area. The flaw w/ the old requsition
   process in XA in my opinion is the fact it's tied to 1 item only.

   Using Integrator we built extensions over this to allow for work flow and
   approval.   The nice thing about Purchase Requests is it's ability to turn
   these into PO's. automatically. So build the work flow over the Purchase
   Request (with extensions built over it to accomodate your unique work flow
   requirements).  For example using integrator you can automatically assign
   an approval level and put your own security over who can authorize it
   based on dolalr amount, or whatever it is.

   You can also restrict a PO from actually being placed unless the
   "approval" is done. It was relatively inexpensive to do this and  I can
   share w/ you off-line my design and concept and screen shots to give you
   some food for thought.

   We did this initially for MRO/Supply item purchasing but adopting it for
   all purchase requests for other areas. Using Integrator we also created
   tooling/machine files to keep track of for example which components are
   needed to support a given machine and using Integrator to create a more
   robust Maintenance/Repair system. (Think of it as a more "lite" version of
   EAM).

   You could do some of this with just Integrator. But you should really get
   Enterprise Integrator.  It makes extension so much easier to create and
   some of this function is so much easier w/ the full E/I product (but when
   you look at the cost/ALF of EAM solution you can justify it easier.).

   Regarding work flow we use publish/subscribe and some other tools to help
   create automatic notifications. I can share w/ you other tools out there
   off-line to help w/ this (including BlackBerry/IPhone approval type
   stuff).  Note using E/I this was not a major project (implimented in
   weeks, not months)

   Kevin


   -------------------------------------------
   Kevin Gerard, Senior Technical Consultant
   TriMin Systems, Inc. - Infor Channel Partner
   [1]kevin.gerard-IaJHbxZe/[email protected]
   Direct   309-932-3103
   Mobile 309-883-1689
   [2]www.triminmfg.com

   "We are committed to helping manufacturing companies improve their
   Visibility, Productivity, Growth and Profitability"
   -----mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected] wrote: -----

     To: MAPICS ERP System Discussion <mapics-l-Zwy7GipZuJhWk0Htik3J/[email protected]>, MAPICS ERP
     System Discussion <mapics-l-Zwy7GipZuJhWk0Htik3J/[email protected]>
     From: Kevin Fox <[email protected]>
     Sent by: mapics-l-bounces-Zwy7GipZuJhWk0Htik3J/[email protected]
     Date: 08/05/2010 12:43PM
     cc: Chuck Mick <[email protected]>
     Subject: Re: [MAPICS-L] Purchasing Requisition System

     Chuck

     There are a number of solutions:

     But first please be aware that XA workflow has and does have purchase
     order approvals.

     I have a solution that allows you to review requisitions anywhere
     including iPhone and blackberry.

     if interested

     contact me offline

     Kevin Fox
     [email protected]

     -----Original Message-----
     >From: Chuck Mick <[email protected]>
     >Sent: Aug 5, 2010 9:27 AM
     >To: MAPICS ERP System Discussion <mapics-l-Zwy7GipZuJhWk0Htik3J/[email protected]>
     >Cc: Chuck Mick <[email protected]>
     >Subject: [MAPICS-L] Purchasing Requisition System
     >
     >Hello.
     >
     >We are contemplating reviewing purchasing requisition review and
     >approval systems.  I am interested in any feedback or direction folks
     >may have...  I am looking to scope out a potential project.
     >
     >The major driver in the discussion is simplifying the process (too much
     >paper) and helping keep track of documents.
     >
     >Here are some elements I think we would expect...
     >    - Web based client...but that is not set in stone
     >    - Create requisition with required information and attach
     >supporting document(s).
     >    - Standard workflow based upon requester / requester and
     >department / type of purchase...
     >    - Adhoc / exception workflow - maybe
     >    - Review requisitions - time to process, value, ...
     >    - Approved requisitions create XA requisitions...
     >    - Appropriate integration with XA - unit, nature,
     >vendor(?)...however, methods to handle if some information is not there
     >(new vendor, ...)
     >    - Rejection flow..
     >    - Email integration (send email / summary email that 'you' have
     >work to do...) - email notification and linking...
     >
     >I have done a little looking and I have chatted with our affiliate.
      Our
     >affiliate has a viable solution...but I still want to check out the
     >other side of the fence.  It's my understanding XA doesn't have a
     >product...yes EAM does...but I don't want to embark upon using EAM for
     >all my purchasing requisitions...
     >
     >I have started to check out some third party products...
     >
     >We are an XA R7 implementation currently.  We do own Integrator but not
     >Enterprise Integrator -- if that plays into any suggestions.
     >
     >I appreciate any insight or direction.
     >
     >Chuck Mick
     >Diversified Machine Inc.
     >(o) 248.277.4315
     >(m) 517.643.3548
     >
     >
     >
     >
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     Kevin Fox
     (909) 762-1384 mobile
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