Compleat Dynamic Workflow Engine
Creation and management of approval workflows could not be more simple.
Each workflow is created on the basis of “worst case scenario” and the next logical step in the workflow is automatically determined at each approval step. This approach reduces the number of workflows required (to create and maintain) by up to 70%
Dynamics Workflows
Requisition to Purchase Order approvals
Receipting of goods and service approvals
Purchase Invoice approvals
Requisition to Purchase Order approval considerations
Requisition type (asset v expense)
Requisition value by individual and approval levels required
Company / Department / expenses type (with appropriate approvers)
In / Out of budget (at each approval stage, as budgets can be consumed)
Rejections, amendment and re-submission
Receipting of Goods and Services
Goods value, over deliveries, alternates and damaged
Services value, disputes and retentions
Purchase Invoice Approval
All require approval (receipting turned off)
Use of tolerances as a % or value over actually purchase order value
Approval for differences (out of tolerance)
Enquiry and reporting for invoices in dispute / awaiting credit notes
Automatic posting through to suppliers and general ledger on approval
Visibility and Notification
User visibility of transaction status at every stage
Ability to provide comments and attach supporting documentation at every stage
Automatic email notification and “hot link” to document
Complete audit trail of process with individual, date and time stamps
Escalation notifications on urgent items
Staff changes and workflow management
Compleat’s dynamic workflow is structured around the concept of job roles. People are associated with a job role and entered into the workflow. If an individual changes, simply change the individual associated with the relevant job role. This approach addresses the major issue of maintenance associated with most workflow processes
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