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Purchase Order System

FileMaker Purchase Order System by FMDBSolutions

Client

The client is a leading laboratories company which is specializes in coal, coke and petroleum coke sampling and analysis based on USA.

Overview

We have created this application for a leading laboratories company which is specializes in coal, coke and petroleum coke sampling and analysis based on USA, to manage their Purchase Orders.

Project Description 

This application used by different types of users. Please find below, how this application will work for different type of users.

1. Admin level users:
     Admin level users can create the Master entries,
       – Admin levels users will create/manage the other types users and their privileges under the “Personal” Layout.
       – Admin level users will create/manage the Vendors and Locations masters.

2. Normal level users:
     Normal level users are the person who can create or update the Purchase Orders.

3. Manager level users:

     Manager level users can review the Purchase Orders. If they found any issues in the Purchase Orders, then they can resend the PO to the person who is responsible for that PO to do corrections. He can cancel the PO also. He can able to approve POs that are under $500 and can send the PO to the vendor via email.

4. President level users:

     President level users can review the Purchase Orders that are greater than $500. If they found any issues in the Purchase Orders, then they can resend the PO to the person who is responsible for that PO to do corrections. He can cancel the PO also. He can able to approve POs that are above $500 and can send the PO to the vendor via email.

5. Account level users:

     Account level users can view the Approved Purchase Orders only. They cannot make any changes in the PO. However, If any Invoice received from the Vendor against a PO then Account level user can attach that Invoice soft copy with the PO and can change the status to Paid once the actual payment process has done.

SMS and Email Notifications:

    Whenever a PO’s status changed then SMS and Email notification will automatically send to the appropriate users, For example, If a PO status is changed to “Resend to Update” then SMS and Email notification will automatically send to that PO’s responsible person.

Transaction History:

   When a user started to create a PO, the status will automatically set a “Incomplete”. If the PO creation process completed, then the status will be changed to “Requested”. In this way for each change done in the PO, the status will reflect the current status of the PO and we have created a section called “Transaction History” , in which all users can view , at what date and time the PO status is changed and who made that change.

Custom Web Publishing: 

In Custom Web Publishing also implemented the same work flow that we mentioned in Project Description.

Technical Highlights

Integration With Other Systems

Twilio Integration to send SMS alerts.

Plugins & Special Features

NIL

Team Size

[1 TL + 1 TM + 1 Tester]

Environment

Desktop and Web Application

Development Platform

The system was developed on FileMaker Pro Advanced 16

Deployment Platform

FileMaker Server 16.

# Of Users

Multi Users.

 

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Skills Used:
FileMaker
Categories:
FileMaker
Tags:
FileMaker