Purchase Requisition and Inventory System

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An Integrated Web-Based Purchase Requisition and
Replenishment Solution
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Product Overview

• PurchaseIt is a web-based purchase requisition
  and replenishment system that seamlessly
  integrates with mission critical line-of-business
  systems to control and monitor purchase approval
  decisions that affect speed of delivery,
  inventory, budget and employee reimbursement.

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Product Benefits

• Centralized Procurement
• - with work-flow to automate approvals
• Shorter lead-times
• Improved communication of order status
• Enforces contract spending
• Lowers cost of Direct Purchasing
• Ability to flag patient billable items

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PurchaseIt Target Market

• No ERP (i.e. Lawson, McKesson)
• Legacy ERP
• Have ERP but requisition module too expensive
• Need flexible integration with ALL internal MMIS
  systems
• Want purchasing integrated with Cardinal Pyxis
  Kiosks
• Want document management integrated into
  purchasing
• Want COMPLETE supply chain purchasing solution
  from order to approval to vendor EDI messaging
• Want historical matching of requisition documents

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PurchaseIt Supports

• Stock replenishment requests
• Non-stock requisitions
• No file, non-stock requisitions
• Vendors that are not listed within the AP system
• Check requests and expense reimbursement
• Capital requisitions

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PurchaseIt Capabilities

• Dynamic form creation for each request for
  Purchase Order
• Revision control supported by Fortis Document
  Management
• Email notification of requisitions to approve
• Dynamic routing of documents for off-hour and
  Emergency orders
• Support for back-up authorizers if user is on
  vacation
• Admin function to add non-catalog items to the
  item master list
• Support for return credits for unused stock items

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PurchaseIt Capabilities

• Support for return credits for unused stock items
• Built-in feature to pull ALL related documents
  from a past requisition (invoice, PO,
  requisition, check, packing slip)
• Check request module for orders without a
  Purchase Order number
• Capital budget module w/ sub-category definitions

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Market Overview

• Omni Buyer
• OM Wisdom 2
• GHX Catalyst
• McKesson Pathways
• Lawson Procurement Punch-out
• Pro-Click
• The race has begun.
• Solutions are centered on their databases.
• Few have integration with other applications
• Most are web-based.
• Elastic pricing all over the board.
• ERP systems are cumbersome

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Login
Control Table

• User name is cross checked with department/cost
  center
• Only those products identified for that user or
  cost center are displayed

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User Dashboard

• Control all aspects of the PurchaseIt solution
  from one user dashboard

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Approval Status

• Users can easily tell
• Where a requisition is within the approval
  process
• Who has approved
• What revision
• What category type
• Original requisition date

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Non-Stock Requisition

• Non-stock items that are rejected are separated
  and only approved items continue
• Improves efficiency of approval cycle

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No-File Item Requisition

• No-File are those non-stock items that are not
  cataloged in the item master
• PurchaseIt then updates the item master

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Stock Replenishment Request

• Manage replenishment requests for items stored
  within the internal stock materials center

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Materials Service Center (MSC) Console

• Stock item orders can be modified by MSC staff in
  case of low quantities or returned items

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Check Request

• The check request module allows for all purchases
  without a purchase order or for those employee,
  training, consulting or rent expenses to be
  submitted for reimbursement.
• Three (3) types of check requests are included
  standard, recurring (i.e. rent) and special
  purpose (i.e. donations).

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Capital Requisition

• Capital requisitions has a separate ADMIN module
• Main capital project budget and sub-category
  budgets can be created
• All sub-category budgets (i.e. construction,
  equipment, IT, etc) roll-up to parent project
  budget
• Requisitions that exceed budget are STOPPED and
  routed appropriately

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Capital Admin Module
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Control Panel

• Ability to approve, reject or dispute a
  requisition line item
• Attach electronic documents to a requisition
  (i.e. vendor quote)
• Cancel a requisition
• Refund a requisition
• Modify a requisition

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Buy and Pay Entities

• Support for companies that purchase on-behalf of
  other companies
• Support for cost centers that buy on-behalf of
  another cost center

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Products Admin Module

• Add, delete and modify item master list by
  category of items
• Supports item pictures for further clarification

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Dynamic Document Creation
To Document Storage
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Related Document Retrieval
Check
Invoice
Purchase Order
Pull ALL Purchase Related Documents for
Historical Reference
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• Process Workflow

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Pyxis Supply Chain Solution
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• A Purchase Requisition Entry and Approval
  Decision Control System FULLY Integrated with
  Your Mission Critical Business Line Applications
  and Fortis Document Management System
• The First COMPLETE Supply Chain Solution