In standard Synergy Enterprise, there exists at the ‘Approve’ stage only, the ability to examine a value (Purchase Limit) that is listed on a Resource’s Human Resources card and compare it to a value in a workflow request (Amount field).
In the event that a Resource’s limit than the value of the ‘Amount’ Field in the request, it will look for another manager resource that has a high enough limit to ‘Approve’ the request. This will begin at the Resource’s Manager.
Our tool allows you to enable this same functionality for the ‘Realize’ and ‘Process’ steps. This means that you have this functionality on the request at whatever stage you are on, other than ‘New’ which would not be logical. This is done by adding five additional option fields in a request.
As an added functionality, we can now link multiple purchase limits can be linked to a Resource. With these new limits, the purchasing of office supplies (non-inventory items) may have a lower limit than if the Resource was also purchasing items for sales and production. Rules are built by your System Administrator and the tool manages the purchase limit process.
This Purchase Limit tool also allows you to use Roles with this process. If no Resources exist with the proper level for handling this dollar value in the division, it will look for a person with the same rols at the Group Level.
Cost for this enhancement is $910. Maintenance of $166 per year. We will include 30 minutes of training / installation assistance with this tool.
Installation by your staff should take approximately 10 minutes. A Manual is included will provide guidance with the self-install process and training of staff with this new functionality. Delivery of this tool will take approximately 7 business days.
This tool requires the addition of the Exact Role – “Enabling Add-On Solutions” for any Resource that is Viewing, Editing or a Participant in a Workflow Request that will be using this functionality. This Role is available at a small cost from Exact Software, and is licensed by individual users. This Role is required for many of our tools and custom applications described on this website.