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Enterprise & ERP

Connect the work between departments.

A request starts in an inbox. The vendor is in another system. Finance has to reconstruct the decision.

Use case · An example of what customers or independent publishers could build. This is not a SmartWorx-operated application offering.

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Purchase requests and approvals

Connect the information to the responsibility.

Vendors, departments, requests, supporting documents and review decisions.

  1. 01

    Record the business need

  2. 02

    Review with the right people

  3. 03

    Bring decisions into reporting

MAKE IT FIT

Adapt the details that make the process yours.

Add a department, a required justification, or a different review threshold.

Review the affected permissions, related records and test cases before introducing a change.

Integration & ownership

Keep your financial system as the system of record. Agree the import or API handoff, identifiers, and ownership before connecting approved requests.

Explore APIs & Connectivity
Working alongside existing systems

Improve purchasing alongside your financial system.

Give a request its own review process while the financial system continues to own vendors, accounts and posted transactions.

Keep the source of truth.

Financial system: vendor and account records.

Illustrative configuration

  1. Bring in the context

    Read permitted vendor references and purchasing context through a validated connection.

  2. Coordinate the work

    Route the request by department, amount and required review. Show the reviewer the information relevant to the decision.

  3. Control the handoff

    Send an approved request only through a supported, authorized operation; otherwise keep a reviewed manual handoff.

Start with request coordination. Move further processing only after reconciliation, exception handling and ownership have been tested.

How connections are configured
THE RESULT TO EVALUATE

A clearer operational picture.

A shared view of the request, its owner, and the decision.

See the configuration approach.

The product walkthrough includes real development editor captures and a labeled procurement example. A live demonstration of this industry scenario needs to be scoped separately.

Product walkthroughView related concept in Marketplace

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