Summary
Access to various applications is available per company within an organisation in the Asamco Platform. These applications can be accessed and navigated through each company. The current document enlists the functions, available within the EPO application, and provides a visual representation of those.
The EPO module is a web-based application, integrating with Sage Evolution. It allows for a facilitated procurement flow with all relevant information directly accessible from the company’s database.
Getting started
To navigate through the organisations and companies, log in to the platform. The company to be accessed can be selected through the overview page of the organisations available or through the “Switch between companies” button in the upper left corner of the page.
After selecting a company, the applications, available for that same company, are displayed in the company overview.
Electronic Purchase Order (EPO)
After logging in to the EPO application, an overview of the user’s requests is displayed on the dashboard page. A direct button for creating a purchase order is also provided at the top of the “Dashboard” page.
Under “My authorizations” a list of the purchase orders (POs) awaiting the user’s approval is displayed. Using the buttons on the right of each PO, a report of the PO can be previewed and emailed, the line items per PO can also be reviewed and attachments can be added. The details of each PO can be reviewed and edited, using the “View” button.
After reviewing and possibly editing the PO, it can be approved or rejected, using the according buttons in the upper right corner.
Under “Purchase order” a new PO can be created. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”. File attachments can be included if necessary, using the according field. The PO can then be saved as a draft or submitted directly, using the according buttons in the right upper corner.
The workflow steps for each PO can be found under the “Detail lines” field.
Under “Pending orders” a list of all POs awaiting approval can be found. Per PO the according functions for emailing or previewing a report, adding attachements, revieweing line items and viewing PO details are available.
Under “History” a list of all previously approved POs can be found. A list of the previously rejected POs can be found under “Rejected orders”.
Under “Application log” a log of the application activity, together with remarks for errors, can be found.
Users with access to the application can be managed through the “Users” tab under “User management”. The status of the existing users (Active/Inactive) is displayed on the right of each user and can be edited with the according checkboxes. Users can be removed and user information, groups and permissions can be managed, using the according “Edit” and “Delete” buttons on the right. New users can be added, using the “+” button.
When adding a new user, a username, e-mail, password and names are to be set, together with a status (Active/Inactive; Superadmin). Additionally, each user can be added to a group and permissions can be managed individually per user, under the according tabs. Users are then saved, using the “Save” button.
Groups within the company with access to the application can be managed through the “Groups” tab under “User management”. Groups can be edited or removed, using the according “Edit” and “Delete” buttons on the right. New groups can be created, using the “+” button, through where group name, description and permissions are set.
Under “License” the application license can be validated. License information can be reviewed under “Information”.
