CREATING REQUISITIONS & REVIEWING APPROVALS IN THE WIDELY ACCEPTED PURCHASING WORKFLOW SOLUTION CAN NOW BE PERFORMED ON THE WEB WITH ONLY AN INTERNET BROWSER. THE BEAUTY OF THIS SOLUTION IS THAT CUSTOMERS CAN CONTINUE TO RUN THEIR SAGE 300 ‘ON-PREMISE’ YET LEVERAGE THIS SERVICE TO REACH LARGE NUMBERS OF NON-FINANCIAL REQUISITIONERS.


Web Approvals

Senior staff and executives who are required to perform an essential step in the workflow process by approving (or declining) requisitions can now do so using the Web Approval.

Purchasing Workflow can be configured to send out “approval notifications” via email with a hyperlink directly to launch the specific Web Approval.

Funds Availability (the ability to look-up budget status and review other requisitions and PO commitments contending for budget), and the ability access any attached Workflow Documents are two important features of this solution that assist the approval decision makers.

Zero Overhead Implementation

Where Purchasing Workflow has already been implemented, there is minimal effort required to have the organisation leveraging the benefits that the Web Requisitioning & Approvals portal can provide.
PW-Web

Technical Design

Web Requisitions & Approvals is the first of a number of genuine Cloud-based Web Portals that leverage the power the Pacifictech Workflow solutions and Sage 300.

Pacifictech provides the Web based technology as a Cloud Service; the Web forms communicate with the customers “on-premise” implementation of Sage 300 via Web services.

Web Requisitions and Approvals remove the technical complexity of an Internet facing solution from the customer.

Business Model

Web Requisitions are an ongoing cost to the customer, the charges comprise of a transactional fee that decreases for high volume users.

A service contract is mandatory between the customer and Pacifictech as the service provider.
PW-Web

Web Requisitions

Requisitions in Purchasing Workflow can now be created with just a Web Browser and access to the Internet. The Web Requisition interface is elegant and easy to use; this makes the requisitioning process simple for non-financial users.

Web Requisitions complement the powerful Purchasing Workflow suite that operates with Sage 300.

This service is especially useful where a large number of non-financial users exist, where technical barriers exist to deliver Sage 300, or where the organisations users are frequently mobile yet need to create Requisitions remotely.

Smartphone Approvals

For the travelling executive, the Web approvals can be accessed from a smartphone browser. This capability can significantly improve the workflow completion performance 

Main Features

  • Processes supported: (a) Requisitioning, (b) Approving and (c) “Lite” Receiving
  • Mobility - Approvals actioned from mobile devices
  • Strong security - no transaction data stored outside of Sage 300
  • Allows users to perform their duties without needing access to the core Sage 300 solution
  • Easy to deploy and use

SYSTEM REQUIREMENTS

The on-premise installation must be operating Sage 300 version 5.5A or above, with one of the Pacifictech Workflow products having been implemented.

The PW-Web Web Service must be accessible to the Pacifictech Web Infrastructure via the Internet; refer to the whitepaper on security implementation best practices.

Browser Support:
All modern browsers

Product Resources