SharePoint Global Beverages Company

Challenge

  • GPO requires a solution to effectively consolidate all the reclassification or cross charge requests related to travel
  • The key objective of the tool is to have a seamless approval mechanism for travel reclassification/cross charges(based on travel location and expenses) and also to maintain as a data repository for all the travel
  • Global Procurement Office people can use this solution to raise requests within GPO or outside (all other zones) for the approval of their travel

Statement

  • The requestor must be able to submit request before travel or after travel
  • Requestor must be able to fill all information required for travel request
  • Based on request, various data validation and approvals are
  • The Procurement teams can review all-Actual cost, estimated cost and MXP(request)
  • Approval mechanism must be applicable to all travel reclassification/cross charges for all
  • Approval mechanism works based on the email
  • Money is deducted from the respective project budget after approval

Solution

  • SharePoint site is built as per the client’s
  • Each request type has different approval levels and data validations while submitting a new request .
  • Requestor submits the request before travel or after
  • Requestor is able to fill information about estimated travel expense and raise a request before
  • Requestor can edit the request with updated actual expense details post
  • Based on this information, Procurement office team reviews the request and Checks with the respective approver confirmation to release the
  • The Procurement teams can review all-Actual cost ,estimated cost and MXP(request)
  • Money is deducted from the respective project budget after
  • SharePoint designer work is built for email notifications and approval process