e-Procurement

The Arbor Finance e-Procurement integrations allow you to import your shopping cart directly into a Purchase Order, saving time keying in data. 

To use e-Procurement, ensure that you have set-up an enabled supplier. 

If you want to Self-Approve e-Procurement orders, ensure that you have that Permission set to Full in User Details:

To start an e-Procurement Order, go to Transactions, New Order and select your chosen e-Procurement enabled supplier from the 'Supplier' box. This will automatically launch the integration and log you into your supplier account.

Note that the first time you do this, you may be prompted to set up a Shipping Address:

Once you have set up a Shipping Address, you will see a message to confirm the integration is launching: 

On clicking 'Continue', the supplier's site will open in the same window. You will be automatically logged in, and you can select items to fill your cart. When you click 'Check Out', you will be returned to the Arbor Finance New Order screen, and your Purchase Order lines will be populated from your order.

Note: Orders may not be edited once they have been returned to the New Order screen. To change your order you must close your browser and start again. This will clear the previous order. 

To continue your order:

• Enter your Invoice Date
• Enter a Requested Delivery Date
• Complete the Analysis and Budget Code fields for each line. You can copy the Analysis and Budget codes to all lines by ticking the box use for all lines 
• Add an Analysis Code and Budget code for the Shipping line, if present
• Click Post & Approve 

If you have Self-Approve permissions set to None in User Details, then you will have the option request approval on clicking Post & Approve. The order will then appear in Search/Process with the status 'e-Procurement Awaiting Approval'. Orders with this status may not be edited. 

The e-Procurement process is complete once the order is approved (or self-approved). Upon receiving the order, follow the standard Purchase Order receipt and payment steps: select the line in Search/Process, then choose Process from the Action menu.




Please watch the recording below which demonstrates the process

E-Procurement Recording