CODA Standard Procurement - Key features

CODA Standard Procurement* will support a number of key elements of the procurement process:

General

• Position Hierarchy - this allows you to represent your organisational chart and is used for setting approval limits and routing documents for authorisation.
• Integration with Workflow - CODA’s powerful workflow engine provides an efficient document approval process for requisitions and orders. It is a fully stand-alone solution that can used to complement your CODA, Agresso or UNIT4 solutions or to support any of your other business systems. Thanks to the Service Oriented Architecture of our procurement solutions it is also easy to integrate them with your own workflow solution, via Web Services, if you prefer.
• Draft documents can be saved and then sent for approval when appropriate.
• Auditability - once a purchase order has been approved, built-in version control ensures that any subsequent changes are captured and tracked.
• Flexible output options - documents can be output directly from a PC, in various formats, including hard copy, email, XML or to a business-to-business server (e.g. Microsoft® BizTalk®).
• User Defined Fields - these can be free format text or links to accounts
• Document security is based around each user’s security profile.
• Document attachments - delivered with CODA’s new document repository, the system has the ability to have document attachments (including pictures and copies of relevant information), ensuring increased visibility of relevant information.

Requisitioning & ordering

• Requisitioning - requisitions can be entered with multiple suppliers and multiple currencies.
• Ordering - supports ordering of services and goods as well as call-offs from blanket agreements.
• Contracts - the user can set up and enforce contracts with particular suppliers, including date sensitive pricing, improving efficiency and having key information available when required.
• Item Catalogue - information about products is available quickly and easily - the catalogue can include suggested items, a relevant product hierarchy and a price matrix.
• Configuration - items have huge flexibility around configuration. Defining whether receivable or not, you can have kit items, associated items, link the item to individual accounts or Account code combinations, can define at item level whether the items are for goods or services.

Receiving

• Receiving - may be used to record deliveries against the purchase orders. You can also receive many orders at once or individual ones.
• Delivery schedule - it is possible to assign a delivery schedule and include multiple departments and addresses, then ‘receive’ against those deliveries individually.
• Second stage receiving - this means there is a checking mechanism
• Attachments - you can have attachments on receipts as well as on individual items.