AE – PO Approval Routing
We are excited to announce the improvements to the purchase order approval work-flows coming soon. These will help procurement efficiency and reduce order processing times with pending approval notifications and easy approval work-flows. It also helps control costs with clear spending thresholds and automated approval mechanisms to prevent unnecessary expenditures. Finally, clear approval work-flows and audit trail of approval and denial of a PO, enhance compliance with regulatory requirements and internal policies, mitigating risks, and potential penalties.
You will be able to configure each site with details about when the PO approval is needed. You will choose the Trigger Status which will start the approval work-flow and when the PO is approved or denied it will move to the respective next status. You will also be able to determine if you want a PO to be routed through approvals from the bottom to the top approval needed for the dollar amount (sequential) or just be routed just to the approvers associated with the range the dollar amount falls in (range).
Once configured, POs that enter the Trigger Status will be routed based on the grand total of the PO. Approvers will get an email notification when it’s their turn to approve the PO. When approvers open the PO for review, they will see an Approve PO and a Deny PO buttons on the top right. Once approved, the action will be recorded in the audit log and the PO notifies the next approver that the PO is ready for them. If all approvals are met, the PO moves to the Approved Status configured. If an approver denies a PO, it moves to the Denied Status.
Importing Parts on the Inventory Page
Coming soon, Asset Essentials will add the ability to import parts on the INVENTORY page. With this, users can manage their parts from the inventory page without having to switch to the parts page to import. The new import capability also allows users to navigate the application while the import is processing. This gives users the opportunity to complete other tasks while waiting for the import to complete.
Another great enhancement added to the import on the Inventory page is clear error messages. When an import is complete, users will be able to download an error report to review and see why the import failed.
Login Workflow Updates
In the coming months, Brightly will be releasing improvements to the Asset Essentials login workflow. These improvements will provide a more consistent and predictable login experience for users. We will provide clear instructions and guidance on actions you have to take as we implement the updates.
Note: When logging into Asset Essentials or registering as a new requester, Asset Essentials will direct users to a new URL (Example URL: https://loginservice.dudesolutions.com/ClientID) to complete these functions.
