Project Procurement workflows in Exact Synergy allow for a phased process through many workflows with summary information displayed at a glance in the header of each workflow. This Procurement process supports multiple lines and offers many benefits towards Professional Services organizations that manage extensive procurement processes such as Engineering firms, and even Field Service companies.

Multi-Line Procurement flow from RFQ, through Vendor selection, Project & Financial Approval to PO Issue.

Phases include:

• RFQ, including commercial info, bid close info
• Vendor selection - prospective and then final choice
• Project manager approval
• Financial approval
• PO issue
• Change order control

Related header workflows for common info shown on all main phases:

• Shipping information
• Project master data

This utility also offers integrated SQL Reporting Service printing options.

Business Benefits

• Supports change orders
• Expanded project dossier function to collect time to a project
• Easy reporting of time per day, missed time and unallocated time