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I am going to develop a purchase system for my company. the request will come from the project team with the material details and after necessary approvals it will flow to purchase department, they will prepare LPO, select the supplier and send for approval, need to download lpo copy in excel file also. How easy to develop in sharepoint2010 without coding, Pls throw some lights or views.
little customization ( no need to code) by working with Sharepoint Designer2010 . Create Custom list and design workflow using Designer
Hello Bowsil,
Small summary of my CR.is as follows.
Project team members will raise a material request for certain project with material description, qty, make/model, project no and other details. This request will be routed to the project Managerbased on the project no(as project will be handled by many PM). PM can approve/reject/hold/edit the request. step1:If PM approves the request, the request will move to the purchase department with all datas. If PM reject the request, the request should go back to the requesters queue with comments, he can edit/ delete the request, he can resubmit the request after modification.
step2:
Purchase team will select the products based on certain parameters like project no, suppliers and generates the purchase order, PO number should be generated automatically.PO will go to the approvers for final approval (these details should be downloaded to excel also)if multiple requests for same item for same project should be clubbed together. Purchase Order could be editable format before final approval,Approver could also edit/approve/reject/hold the request. if there is a revision on the order, again the step follows.
step3:Once the material has arrived, the store keeper should enter the materials details like seriel no, heat no, qty received, part delivery, return,damage, material quality etc. and send to QC department for QC check.
Step4:QC team will inspect the materials received according to the standards and as like the purchase order, if any defect this should be rejected(raise NCR) and materials should be send back to supplier.if inspection result is QC Passed, the request will go back to Purchase dept and can close the PO. If material is delivered partly, the request should be open and will be available for stores, QC also.
Step5:with proper documents and comments, Purchase dept can close the PO after all verification.
*Attachments should be available for each step*Everybody should see the status of each requests*Mail should be triggered on each activity*Proper log/version should be maintained on each step of activity.*search facility to be provided to find the LPO status.
Even i am not much familiar with the system, bt i am confident to do.. Thanks in advance for your support.
Yes you can do this in sharepoint2010 with some little customization ( no need to code) by working with Sharepoint Designer2010 . Create Custom list and design workflow using Designer .
if you need more details Let me know the full cycle i can send you the steps .
