RDA Module
The purpose of AddOn Purchase request (RDA) is to manage the EIP documents' approval flow with the possibility of insert and consume an RDA Budget within the system. This combination of functionalities combines two important aspects:
- The ERP operation
- Cost control
The module allows all users to keep track and under control the purchase request entered in the system in all its approval phases, through the progress statuses and the related lists filtered by status type, that make viewing and managing requests more effective and efficient.
Through the assignment of profiles created ad hoc for requesting users, approving users and the purchasing office, it is possible to quickly view and approve requests and offers, optimizing document management times.
Through the use and management of an RDA Budget it is possible to monitor part of the costs incurred or to be incurred, as the Budget is committed from the first phases of managing EIP documents, and is reversed and then re-committed in the next phase.
Process Video| Task | View |
|---|---|
| Basic setup page necessary to start using the module. | RDA Setup |
| Page for manage and view Approval trees for RDA and Quote type documents, and for Over Budget management. | Approval Tree |
| Matrix through which the Budget RDA is created, inserted for combinations of Dimensions. | Budget RDA |
| Matrix through which monitor RDA Budget and its consumption. | Dashboard List |
| Insert and manage Purchase Requests | Purchase Request |
| Creation and management of Quotes. | RDA Requests to Purch. Quotes |
| Purchase Order creation and Quotes management. | Quotes |
| Purchase Requests and Quotes approval. | Requests to Approve |
| RDA User Delegation. | RDA User Delegation |
| Notification Setup for approval users. | Notification Setup |
| User Setup flag for enabling permissions to users involved in the approval flow. | User Setup |
| Job Queue Entries set up automatic notification to users. | Job Queue Entries |
| RDA Priority Setup necessary to correctly identify the approval trees during the submission phase for approval of documents. | RDA Priority |
| Finished Purchase Request List. | Finished Purchase Request |
| Finished Quote List. | Finished Quote List |
| Send a reminder to approval users when there are expired pending documents to approve. | Send Overdue RDA Approval Notifications |