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SERTICA PurchaseOrderApproval

The document provides instructions for approving purchase orders in the SERTICA system. It describes the purchase order approval workflow, how to set up price approval configurations like approval limits and matrices, and the steps an approver takes to review and approve purchase orders in their portal, which includes viewing order details and generating reports before approving orders.

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vatosreal187
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289 views

SERTICA PurchaseOrderApproval

The document provides instructions for approving purchase orders in the SERTICA system. It describes the purchase order approval workflow, how to set up price approval configurations like approval limits and matrices, and the steps an approver takes to review and approve purchase orders in their portal, which includes viewing order details and generating reports before approving orders.

Uploaded by

vatosreal187
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Purchase Order Approval – SERTICA 1

SERTICA Purchase Order Approval


User Manual

PSACC Operational Excellence 2023


All Rights Reserved

User Manual SERTICA V1.0


Purchase Order Approval – SERTICA 2

DOCUMENT HISTORY
DATE VERSION INITIALS PAGES CHANGES
04/27/2023 1.0 LMLA Initial

User Manual SERTICA V1.0


Purchase Order Approval – SERTICA 3

TABLE OF CONTENTS

1 INTRODUCTION ...................................................................................................................4
2 SCOPE...................................................................................................................................4
I Work Flow (High Level)…………………......................................................................................5
II Price Approval Set up.…………….……………………………………………………………………………………….5
III Price Approval ……………………………………………………………………………………………………………….6

User Manual SERTICA V1.0


Purchase Order Approval – SERTICA 4

1 INTRODUCTION
SERTICA was initially implemented with Vessel Preventive Maintenance System only. The latest
installment includes Procurement, Inventory, Finance and LBE modules. Said modules replaced
the same modules of NetSuite except for the payment part and the related processes.
This document outlines the step-by-step procedure that an approver will do to approve purchase
orders in SERTICA.

2 SCOPE
This user manual is for approvers effective May 1, 2023. In SERTICA, the PO approval process is
called “PRICE APPROVAL”.

User Manual SERTICA V1.0


Purchase Order Approval – SERTICA 5

I. WORK FLOW (HIGH LEVEL)


Here’s the high-level work flow of the purchase process in SERTICA. The Price Approval
happens when PROCUREMENT TEAM triggers this button for a purchase Order.

PR Technical RFQ PO
START
Review

DELIVERY PRICE
END
CONSUME RECEIVE
(fr Vendor) APPROVAL

II. PRICE APPROVAL SET UP


The price approval in SERTICA follows the approval matrix of the organization. But the
configuration is done on 3 separate sub-modules.

1. Approval Set Up – here, the order of the approval is configured. For example, for
approval set up no 100, this is the order of the approval for any department that this set
up is assigned to.

2. Approval Limit – here we set the approval limit per approver. Please note that the actual
figures are based on the matrix. Figures shown here are just examples.

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Purchase Order Approval – SERTICA 6

3. Price Approval – the price approval is the combination of Technical Account, Purchase
Type, Unit and the approval set up (item #1).

III. PRICE APPROVAL

1. When a purchase order is routed for price approval, the approver will receive this email
notification.

2. Sample email content is this:

3. Click on this link and approver will be directed to the portal.

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Purchase Order Approval – SERTICA 7

4. Approver then is asked to enter his/her username and password provided by administrator.

5. Upon log in, the first PO will be displayed:

The following are available in the approver portal:


a. List of all pending POs on the left side of the portal
b. Summary of the PO

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Purchase Order Approval – SERTICA 8

c. Positions – click to display all the items in this Purchase Order


d. Show Purchase Order Report – click to display the PO document.

6. Click the “APPROVE” button to approve.

--- End of Document ---

User Manual SERTICA V1.0

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