Create automated PO Approval process in Ezzybills from existing manual process
14 hours ago
Job description
We are looking for an EzzyBills Expert to automate our manual purchase order approval and receipting process in SimPRO.We have already mapped our existing manual workflow into a "Gate" system (verifying PO existence, supplier matching, and price/quantity variances) and need a specialist to translate this into a functional EzzyBills Workflow.
Project Scope:
Workflow Construction:
Build a custom workflow in the EzzyBills Workflow Designer using nodes such as Match PO, Match PO Review, and Project Manager Approval.
Gate Logic Implementation:
Gate 1 & 2:
Automate PO and Supplier verification.
Gate 3:
Configure automated "Price Tolerance" triggers (e.g., 2% variance) that redirect invoices for manual review.
Approval Routing:
Set up an email-based approval path for Operations/Project Managers to review mismatches, add notes (for consumables/disputes), and allocate costs.
Exception Handling:
Create conditional rules to divert specific purchases (e.g., Assets/PPE) directly to Xero, bypassing simPRO per our internal policy.
Catalogue Automation:
Enable auto-creation of catalogue items within simPRO to eliminate manual data entry.
Testing & Validation:
Conduct end-to-end testing with sample invoices to ensure the "Success" and "Failure" paths trigger correctly and result in "Receipted" POs in simPRO.
Requirements:
Proven experience setting up EzzyBills with simPRO (Advanced PO matching experience is a must).
Deep understanding of the EzzyBills Workflow Designer and custom nodes.
Ability to translate a visual flowchart/manual procedure into technical software logic.
Strong communication skills to walk us through the final handover.
Deliverables:
A fully active, tested EzzyBills workflow.
Documentation of the logic used for each "Gate."
A 15-minute screen-share walkthrough to confirm functionality.
Contract duration of less than 1 month. with 30 hours per week.
Mandatory skills:
Ezzybills, Simpro, Process Engineering, JSON, Business Process Automation, API Integration, Task Automation, Data Extraction,
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