The document outlines an automated business process and workflow for purchase order requisitions using iFusion .NET on SharePoint. Key roles include purchase order requisitioners, managers, directors and VPs. The workflow notifies approvers by email/task and updates the ERP system using LOpen .NET when approved, with the appropriate approver determined by purchase amount. This streamlines an previously manual purchase order approval process.
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4. Roles and UserRolesPurchase Order Requisitioner / Employee (POR)Business Unit Manager (MGR)Business Unit Director (DIR)Company VP (VP)UsersBob Smith (POR)John Thompson (MGR)Susan Blake (DIR)Eric Jones (VP)
12. Business Unit Person aprroves/declines POR, asks for feedback/comments, etc
13. When POR Approved uses LOpen for .NET to update ERP system with Approver, Status and automatically release Purchase Order.Lopen .NET Receive POR Details
14. Adds POR Details to appropriate Person based on $ Amount