newgen vendor registration solution on cloud
TRANSCRIPT
VENDOR REGISTRATION
PROCESS WORFLOW AUTOMATION USING
OMNIPROCESS
Vendor Registratration ProcessBusiness Case• A request for registration comes to the company• Vendor submits all its documents to the company with the filled application form.• In this demo we are just showcasing the single document of Application Form, in real scenario number of
documents may vary as per the company requirement• First of all scanning user scans all the documents and send to the verifier user• Verifier user checks the number of documents and scanning quality and sends it for further processing• Now approver user receives the documents and check the credentials of the Vendor to give his
comments and he finds an exception in details and route back the documents to the previous step to the verifier user.
• Now documents comes to exception 1 to the verifier user and verifier user again checks the credentials and approve it further
• Now Approver user again receives the documents and approve it now for further processing• Now registration user receives the application and checks all the credentials and comments from the
previous users • Now he has two options, if he finds any ambiguity then he can raise and exceptions and documents can
go back to the approver user• If everything is OK then he will finally approve a vendor for registration and vendor will be registered in
the organization• Finally all the documents will be archived in the final vendor folder with all the supporting documents
and details and user who have the access of that folder of registered vendor, can view all the documents• At any point of time, any user have the rights to discard the application of the vendor
Start Document scanned
and indexing parameters added
Exception Resolution
Discard
Documents verified
Approves the application and forward for final decision making
Decision 1 Decision 2 Final Approval for registration Decision 3
Exception Resolution
Vendor Registered
Vendor Master
End ProcessFilled Form
Verifier User Approver Registration User
Vendor details
Yes
Exce
pti
on
R
ais
ed
Yes Yes
Exce
pti
on
R
ais
ed
Dis
ca
rd
Dis
ca
rd
Dis
ca
rd
Scanning User
E-mail sent to the Vendor
Standard workflow
Process initiation through OmniScan
Importing of documents in to OmniScan
Importing of documents in to OmniScan
Indexing parameters in to OmniScan
Indexing parameters in to OmniScan
Exporting Documents to the Process Flow
Exporting Documents to the Process Flow
Report on successful export
Report on successful export
Login to the DMS for Process Flow
Verifier user finds the documents in his queue
Verifier opens & approves the documents
Approver user finds documents in his queue
Approver user opens & approves the documents
Approver user opens & raise an exception
Verifier user sees an exception in his folder
Verifier user clears the exception approve it
Verifier user clears the exception approve it
Approver again gets the item for approval
Approver opens his queue item and approve
Register user find line item in his queue
Register user opens and approve the line item
Register user checks Vendor Documents in repository
Annotations can be applied to the documents
Thanks