Rentalman document management for procure to pay
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RentalMan Document Management For Procure to Pay. Purchase Request is routed to manager for approval. Manager gets notified and approves Purchase Request. Approved Purchase Request is routed to Purchasing. Buyer enters Purchase Order in RentalMan. Purchasing Process.

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Presentation Transcript

Purchase Request is routed to manager for approval

Manager gets notified and approves Purchase Request

Approved Purchase Request is routed to Purchasing

Buyer enters Purchase Order in RentalMan

Purchasing Process

Buyer fills out Purchase Request online


Purchasing Process

Buyer enters Purchase Order in RentalMan

Formtastic creates PO form

PO form is filed into IntelliChief

PO is Faxed / Emailed / Printed to Vendor

Purchase Order is available for viewing from Purchase Order Inquiry

Stored PO can be Faxed/Emailed from IntelliChief

Fax

Email

IntelliChief

DB

Print


Purchasing Process

Buyer enters Purchase Order in RentalMan

Formtastic creates PO form

PO form is filed into IntelliChief

PO is Faxed / Emailed / Printed to Vendor

Purchase Order is available for viewing from Purchase Order Inquiry

Stored PO can be Faxed/Emailed from IntelliChief


Receiving Process

Freight arrives to be received

Receiving enters shipment into RentalMan

Print Receiver with Formtastic barcode

Packing List, BOL, etc. are put behind receiver document

Receiving documents are scanned

Receiver and supporting documents (packing list, BOL, etc.) are sent to inbox in AP


Receiving Process

Freight arrives to be received

Receiving enters shipment into RentalMan

Print Receiver with Formtastic barcode

Packing List, BOL, etc. are put behind receiver document

Receiving documents are scanned

Receiver and supporting documents (packing list, BOL, etc.) are sent to inbox in AP


Receiving Process

Freight arrives to be received

Receiving enters shipment into RentalMan

Print Receiver with Formtastic barcode

Packing List, BOL, etc. are put behind receiver document

Receiving documents are scanned

Receiver and supporting documents (packing list, BOL, etc.) are sent to inbox in AP


Receiving Process

Freight arrives to be received

Receiving enters shipment into RentalMan

Print Receiver with Formtastic barcode

Packing List, BOL, etc. are put behind receiver document

Receiving documents are scanned

Receiver and supporting documents (packing list, BOL, etc.) are sent to inbox in AP


Payables Process

Invoice is re-indexed into IntelliChief and matched to related documents

Faxed invoices are electronically captured

Invoice is electronically routed to proper inbox

If approval is required, AP can forward to approver

Invoice is entered into RentalMan

Emailed invoices are digitized using Capture Driver

Payment is made via ACH of laser check created using Formtastic

Mailed invoices are scanned and digitized

Check is filed into IntelliChief and matched with related documents


Payables Process

Invoice is re-indexed into IntelliChief and matched to related documents

Faxed invoices are electronically captured

Invoice is electronically routed to proper inbox

If approval is required, AP can forward to approver

Invoice is entered into RentalMan

Emailed invoices are digitized using Capture Driver

Payment is made via ACH of laser check created using Formtastic

Mailed invoices are scanned and digitized

Check is filed into IntelliChief and matched with related documents


Payables Process

Invoice is re-indexed into IntelliChief and matched to related documents

Faxed invoices are electronically captured

Invoice is electronically routed to proper inbox

If approval is required, AP can forward to approver

Invoice is entered into RentalMan

Emailed invoices are digitized using Capture Driver

Payment is made via ACH of laser check created using Formtastic

Mailed invoices are scanned and digitized

Check is filed into IntelliChief and matched with related documents


Payables Process

Invoice is re-indexed into IntelliChief and matched to related documents

Faxed invoices are electronically captured

Invoice is electronically routed to proper inbox

If approval is required, AP can forward to approver

Invoice is entered into RentalMan

Emailed invoices are digitized using Capture Driver

Payment is made via ACH of laser check created using Formtastic

Mailed invoices are scanned and digitized

Check is filed into IntelliChief and matched with related documents


Payables Process

Invoice is re-indexed into IntelliChief and matched to related documents

Faxed invoices are electronically captured

Invoice is electronically routed to proper inbox

If approval is required, AP can forward to approver

Invoice is entered into RentalMan

Emailed invoices are digitized using Capture Driver

Payment is made via ACH of laser check created using Formtastic

Mailed invoices are scanned and digitized

Check is filed into IntelliChief and matched with related documents


Payables Process

Invoice is re-indexed into IntelliChief and matched to related documents

Faxed invoices are electronically captured

Invoice is electronically routed to proper inbox

If approval is required, AP can forward to approver

Invoice is entered into RentalMan

Emailed invoices are digitized using Capture Driver

Payment is made via ACH of laser check created using Formtastic

Mailed invoices are scanned and digitized

Check is filed into IntelliChief and matched with related documents


Payables Process

Invoice is re-indexed into IntelliChief and matched to related documents

Faxed invoices are electronically captured

Invoice is electronically routed to proper inbox

If approval is required, AP can forward to approver

Invoice is entered into RentalMan

Emailed invoices are digitized using Capture Driver

Payment is made via ACH of laser check created using Formtastic

Mailed invoices are scanned and digitized

Check is filed into IntelliChief and matched with related documents


Retrieving documents from rentalman

x

Retrieving Documents from RentalMan


Retrieving documents
Retrieving Documents:

PO

Receiver Rpt

Packing List

BOL

Invoice

Check

25






What if the paper wasn t there
What if the Paper Wasn’t There?

Benefits of Document Imaging

  • Eliminates overpayments and double payments

  • Allows you to take advantage of vendor discounts

  • Ensures the staff is focusing on productive, value-added tasks instead of shuffling paper

  • Enables Buyers to work on finding better and lower cost vendors; Receiving to focus on whether the right products were delivered; AP to manage cash flow and pay invoices on time

  • Get approvals faster and gain better visibility of the process

  • Reduces costs by getting rid of fax machines, pre-printed forms, filing cabinets, and piles of paper

  • Increases productivity, customer and employee satisfaction by replacing filing cabinets with easy to use electronic documents

  • Leverages RentalMan with the new document management interface!




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