Achieve full access to unique automated procurement features by installing the E-procurement application. The installation process consists of four active steps:
- Procurement installation (select e-procurement features).
- Organization data (for adding a new legal entity).
- Location setup.
- Process approval strategy.
Installation process, steps 1:
- Click on application module.
- Select e-procurement.
- Click on "install application". Fig.25 landing screen showing that E-procurement been selected to be installed.
- Select app details using checkbox (user can select every checkbox depending on their payment plan). Fig.26 landing screen for E-procurement 1st installation step.
- Click continue.
Step 2: Organizations data-Add new legal entity (optional). - Input new entity name.
- Select country using dropdown.
- Select currency using dropdown.
- Click on add entity(number of users allowed will determine the number of entities that can be added).
- Click next(user can add more than one entity).
Fig.27 add entity landing screen.
Step 3: Location
- Input location name.
- Select legal entity.
- Select country.
- Type in address.
- Click on add location (user can add more than one location).
- Click on next.
Fig.28 location landing screen.
Step 4: Process approval strategy.
This phase involves selecting preferred options using checkboxes (Yes or No) to maintain approval workflow options for each process.
Steps:
- Select purchase request.
- Select purchase order option.
- Select service entity.
- Select reservation.
- Service receipt.
- Choose supplier registration.
- Click "Next."
Fig.29 process approval landing screen.
Fig.30 on-clicking finish indicates user is done with the installation process
- Click "Go home".
Note: Upon successful installation, user will be granted a broader, extensive access to the E-procurement.
Also user can decide not to affix any subject during the installation process by clicking "next" button down to the last step (step 5).