Analytics In addition to various tabular reports in the system, procurement offers 7 predefined configurable graphical reports. Each of these has their own options and filters, offering more control of how to review your data. Spend Analysis This report shows spend details based on vendors, items & buyers. Also, various options and filters are provided […]
Vendors All vendors are listed on this screen. Vendor registrations can also be initiated from this screen. Vendor List The list of vendors is displayed here. On clicking the Vendor id, Vendor Profile would open up in new tab. Vendor Profile 1. Vendor Profile – Vendors basic details will be displayed here. User can edit […]
Purchase Requisition Purchase Requisitions also called Indents or Purchase Requests, are the entry point to the procurement process. A PR can contain any count & mix of Items that have been added to the system. A PR can be generated by any user. Buyers will receive these PRs to begin the process of procurement. Users […]
Request for Quotations RFQs (also called Bid Requests or Tenders) is the heart of the procurement process. This is where maximum human errors and potential leakage occurs for most organizations. Buyers can view & search through RFQs raised in the system from this screen. Buyers can also create new RFQs from this screen. RFQ approvals […]
Items The portal generalizes Products, Services & Materials using the term “Items”. Interchange Items with your specific use case. User can find Items in this section. These products are mapped to respective material groups. Item listing Items are listed here in a tabular format. Actions that can be performed from this screen are listed below. […]
All the buyers who will be purchasing from a particular group of products will be mapped together under a particular group called the buyer group. A group of buyers mapped under a particular group will be able to create PRs only for those products for which item groups are mapped in the buyer group. This […]
Introduction to Groups The Discus eProcurement Portal operates on Groups. Each group includes one or more of the below. Material Groups (also referred to as items/products) Buyers Workflows Templates (for RFQs) Buyer Groups Vendors Item groups User can find material groups in this section. Products are mapped to respective material groups. On clicking item group […]
Approvals for the Buyer are shown on the “My Approvals” screen. The left navigation menu has a quick link to this screen. My Approval Buyers marked as designated approvers can approve & action workflows in the system. The “My approval” screen is divided into 3 segments, listed below. RFQs Vendors Products & Groups RFQ Approvals […]
The Dashboard is the first screen displayed when a Buyer logins. On the dashboard, you will be able to see the following. Dashboard Site – User can select the Site they wish to work on. User Options – User can perform the options below. logout change password select language Help options – A UI walkthrough […]
Registering a vendor requires both the buyers and the vendors to perform a sequence of tasks. Buyer actions – 1 Registration of vendors can be initiated by navigating to the menu option called “Vendors” from the left Panel for Buyers. Selecting the option will display the Vendors screen. At the top of this screen, you […]
