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#52440 - 01/26/17 12:14 PM PO Requisition Process
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4505
Loc: Wynnewood, PA
A client uses Adagio PurchaseOrders and wants to implement a requisition system. They want it to be web-based.

They want their managers to be able to create a requisition online, have it sent via email to the department heads, where it is electronically approved, and then show up in Adagio as a PurchaseOrder to be printed/emailed.

To make life easier for me, they use PO with Sundry Items only, so inventory is not an issue.

Obviously this is going to involve some patching together, but I'd like to hear if anyone has any ideas to make the patching as seamless as possible.

Steve

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#52445 - 01/27/17 08:27 AM Re: PO Requisition Process [Re: Steve Schwartz]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hi Steve,

Have you considered just giving the managers remote access to Requisitions in PO and having the department heads approve the requisitions?
_________________________
Andrew Bates

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#52446 - 01/27/17 08:46 AM Re: PO Requisition Process [Re: Retired_Guy]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4505
Loc: Wynnewood, PA
Yes, that's not what they want though. That's like asking customers not to use a webstore but rather to enter orders directly into SalesCQ.

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#52447 - 01/27/17 09:20 AM Re: PO Requisition Process [Re: Steve Schwartz]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4408
Loc: Vancouver, BC
Steve:

As no one has offered a response then I'll offer you my thoughts on your request:

You will need to find a developer who has this functionality available to run on the web (Google "Purchase Order Requisition on the web" comes up with lots of options) and see if they can adapt it for Adagio's feature set requirements, or have someone create a solution that will work with Adagio.

PO's can be imported into Adagio so having the web developer make this work shouldn't be too much of a challenge if they can otherwise work with Adagio's feature set requirements.

I doubt this will be inexpensive.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#52448 - 01/27/17 10:12 AM Re: PO Requisition Process [Re: Douglas Dickie]
Bruce Gardner Offline
Adagio Wizard

Registered: 06/15/04
Posts: 3611
Loc: Toronto ON, Canada
Hi Steve:

Someone may pop up and say that they have done something like this but I doubt it, which makes Doug's answer the only practical one.

It would have to be a package that has a similar data model to Adagio, could read up Vendors & Items and then export the approved requisitions in a PO file format.

I think there's a need for this capability among Adagio users, though it would be in the dozens, not hundreds of sites. I'm more optimistic than Doug on the cost. There are a lot of on-line software offerings that are surprisingly inexpensive. The challenge would be spending the time to locate contenders, evaluate them and then guide them through the Adagio integration.
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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#52451 - 01/27/17 11:13 AM Re: PO Requisition Process [Re: Steve Schwartz]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hi Steve,

So, it is significant to them that it be "web-based" as opposed to "web-accessible"?

I'm not discounting their request - just pointing out that they can accomplish the business goal requested (managers raise requisitions that are then approved by department heads and turned into PO's in Adagio) for the incremental cost of remote access (GoToMyPC or equivalent at $12/computer/month) if they are prepared to waive the requirement that an email be sent to the department head. With some GridView work, the email part could be taken care of too.

And I think that every Adagio site selling "things" should have a web store directly integrated with Adagio and would never suggest that someone key orders from the store into OrderEntry.
_________________________
Andrew Bates

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#52452 - 01/27/17 11:16 AM Re: PO Requisition Process [Re: Bruce Gardner]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4408
Loc: Vancouver, BC
Bruce:

The reason it become expensive is because:

1. 2 to 3 days to research and evaluate candidates.
2. If you find a contender I see at least three GridView's to read data out of Adagio and the developer having to create three matching import files. Allow 3 to 6 days to get this working.
3. The developer than has to create an export file that can be imported as a PO into Adagio.. Allow 2 to 4 days to get this working.
4. At this point the process is completely manual, so allow another 2 to 4 days to develop and test the automation (it has to happen at both ends, Adagio and the web).

So lets say $15K to $25K on top of whatever the solution cost is in the first place.

The first user that wants this will have to pay the entire cost unless some developer opts to take a chance, which is unlikely, so someone would really need this solution to justify the cost.

You may also be optimistic about how many Adagio sites would be interested in this solution. I'm think no more than a dozen.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#52456 - 01/27/17 12:59 PM Re: PO Requisition Process [Re: Douglas Dickie]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4505
Loc: Wynnewood, PA
I'm not that concerned about the budget right now. I'm more concerned about the competition, ie those apps which don't have to integrate with Adagio. It has to be comparable to what's out there in terms of ease-of-use for the managers and department heads (who don't know and don't want to know anything about Adagio).

If I can get the Adagio vendor codes and item codes/most recent cost out to the app, so they can choose from a list or do a lookup, and there is a way to extract the resulting PO's out in Excel or CSV format, I might be OK.

Steve

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#52458 - 01/27/17 01:24 PM Re: PO Requisition Process [Re: Steve Schwartz]
Bob Wisener Offline
Adagio Conductor

Registered: 03/19/02
Posts: 560
Loc: Vancouver, BC
To create a web based solution, you need a web programmer. ie. someone familiar with java (or some other web language), web design, security, database, etc. You'll likely need another developer to schedule transfers to and from Adagio. Even though I developed the Dakota website, I'm not your guy for this project. My forte is with iPads, iPhones and Adagio. As Doug said, the costs will be significant. I'd recommend a discussion with the client regarding their expectations and budget.
_________________________
Bob Wisener
Dakota Software

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#52642 - 02/09/17 04:31 PM Re: PO Requisition Process [Re: Bob Wisener]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4505
Loc: Wynnewood, PA
Hi all

After further discussion, here is the latest iteration, which I think is more doable. I don't think it requires third-party integration.

The essential demand is that they want the department heads to get requisitions by email and be able to "digitally" sign the requisition for approval and send the approval off to the purchasing department.

They are OK with the managers entering the requisitions directly in Adagio, and having Adagio send off the requisitions to the appropriate department head as an email.

What would be needed to implement this?

Steve

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