acctech vrm for ms dynamics crmacctech.biz/.../09/acctech-vrm-for-ms-dynamics-crm.pdf · process...

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Other Features Vendor informaon and supporng documents Tender process management Contract repository and expiry noficaons Actual vs. Budget on projects and contracts Vendor performance rangs and trend analysis Automac noficaon of BBBEE & Tax Cerficate expiry Auditor ready reports and dashboards on key procurement informaon VRM 1. Vendor approvals & auding 2. Banking details management 3. Tender workflow 4. Contract management 5. Commodity tracking 6 . BBBEE analysis & reporng Discover the power of VRM … Manage your enre vendor and procurement process with Vendor Relaonship Management (VRM) powered by Microsoſt Dynamics CRM ... to enable you to beer manage your supply chain

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Page 1: AccTech VRM for MS Dynamics CRMacctech.biz/.../09/AccTech-VRM-for-MS-Dynamics-CRM.pdf · Process VRM controls the end-to-end tender process, from initiation, submissions, scoring

Other Features

• Vendor information and supporting documents

• Tender process management

• Contract repository and expiry notifications

• Actual vs. Budget on projects and contracts

• Vendor performance ratings and trend analysis

• Automatic notification of BBBEE & Tax Certificate expiry

• Auditor ready reports and dashboards on key procurement information

VRM

1. Vendor approvals & auditing

2. Banking details management

3. Tender workflow

4. Contract management

5. Commodity tracking

6. BBBEE analysis & reporting

Discover the power of VRM …

Manage your entire vendor and procurement process with

Vendor Relationship Management (VRM)powered by Microsoft Dynamics CRM

... to enable you to better manage your supply chain

Page 2: AccTech VRM for MS Dynamics CRMacctech.biz/.../09/AccTech-VRM-for-MS-Dynamics-CRM.pdf · Process VRM controls the end-to-end tender process, from initiation, submissions, scoring

PFMA-Compliant Tender Process

VRM controls the end-to-end tender process, from initiation, submissions, scoring & evaluation and award.

Bid Adjudication Commit-tee (BAC) Management

Allow a collaborative workspace for the BAC to engage with the tender and keep abreast of developments.

Contract Management

Upon awarding of the tender, the contract can be electronically stored, with expiry dates and escalation information.

Project Management

Actuals vs. budget on active contracts and projects can be monitored, with data drawn directly from your ERP system.

Secure Purchase Orders

Send encrypted purchase orders and track delivery to suppliers

Vendor Master File

VRM allows you to store all of your vendor master details in a single database

Bank Account Management

VRM will allow individual users to capture vendor banking details and there is a full authorisation workflow which requires a supervisor to approve the banking details before they are accepted for payment.

Tax and BBBEE Certificates

VRM will identify vendors whose Tax Clearance or BBBEE Certificates are about to expire and will notify them automatically of the pending expiry.

VRM electronically stores vendor's Tax Clearance and BBBEE Certificates

Full Audit Trails

Tracking of changes to vendor data is critical to ensure accuracy and audita-bility. VRM monitors all changes to any vendor detail and ensures your data is fully auditable and verifiable.

Preferential Procurement

Utilise VRM’s reports and dashboards to monitor spend per BBBEE level, including management of sub-contrac-tors.

Management reporting provides insight into the trends with respect to spend per BBBEE level; actual vs. budgets and expected cash flow requirements

Enterprise Development

Monitor effectiveness of your strategy to pay black-owned suppliers on time to gather maximum Enterprise Development points.

Dashboards provide instant access to information such as open purchase orders and draw attention to excessive turnaround times from non- perform-ing vendors.

Tender and contract governance

Auditable Vendor data management

Drive your BBBEE goals

VRM allows you to store all of your vendor master details in a single database

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