Pacifictech procurement enhances Sage Intacct with a comprehensive procure2pay automation solution. It brings together flexible workflows, powerful requisitioning, multiple approval groups, and controlled purchasing. Every request and purchase is aligned with financial controls, dimensions, and business rules through an intuitive, role based interface.
Pacifictech Procurement is designed to work with Sage Intacct at every level — dimensions, entities, approvals and AP — ensuring that procurement becomes a natural extension of financial systems rather than a separate module.
It originated from our Purchasing Workflow solution, which has been in market for over 15 years and is trusted by more than 2,000 Sage 300 customers globally. This proven design concept ensures seamless portability from Sage 300 to Sage Intacct, with vendor records and workflows fully retained.
Workflow Management: Pacifictech Procurement provides the ability to monitor and manage documents that are either within or have completed the workflow process, with the ability to escalate overdue user approvals via an Approval Console and a Management Console.
Notification Engine: A critical component of Pacifictech Procurement is the Notification Engine which delivers timely information to parties involved in the requisition / approval process. Source documents can be automatically attached to notification emails.
Workflow Engine: Unlimited workflows can be configured to meet diverse requisitioning needs, with a central engine routing each request based on rules such as document value and authority levels, content (e.g. capital or non-stock items), date-based user substitutions, support for multiple approvals, and a complete event log of all workflow and approval activity. Importantly, once a requisition is fully approved, a purchase order is created directly in Sage Intacct and automatically emailed as a PDF to the requisitioner, providing full visibility within Intacct.
Cost Centres: Cost Centres are a pivotal feature in Purchasing Workflow providing the organisational purchasing structure, management and GL segment override settings.
User Configuration / Security: At the time of Requisition or Purchase Order the user can select from their restricted list of Department/Cost Centres and Workflows that determine the handling of the source document.
Substitutions: The substitution facility allows users to nominate another user to carry out their approvals while they are on leave. This is date based and resets back to the original approver once they return to work.
Pacifictech PunchOut – Integrated Supplier Catalogs: Pacifictech PunchOut connects your procurement process directly to supplier catalogues, allowing users to select items from approved suppliers and return their cart directly into Pacifictech Procurement for checking, approval, and PO creation.
PunchOut
Benefits:
- Supplier specific catalogues with controlled access
- Cart returned directly into the Pacifictech workflow
- Real time pricing and product availability
- Full alignment with Sage Intacct dimensions and approval rules
Procurement Solutions Shaped by Years of Deep Sage Integration Expertise.
Main Features
- Powerful Requisitioning
- Multi-step/Multi-layer/Multi-level Workflows Approvals
- Document Availability within Intacct
- 3-way matching allowing routing based on defined tolerances
- Includes tolerances for variances based on either % or $ value
- Native GRNI (Goods Received Not Invoiced) accounting using variance items
- Automated extraction on PO Invoices at the line level
System Requirements
- An Intacct subscription
- Reliable Internet
- Supports all modern web browsers
- A document covering security information is available upon request