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Included in the ProcurementWorks Solution

ProcurementWorks includes everything in the Core Standard Solution and adds procurement-specific modules, workspace app pages, and preferences on top. This topic describes only what ProcurementWorks adds beyond the Core Standard.

Note that your specific modules may differ from the list below. Customer implementations feature a unique combination of these modules, tailored to their specific procurement systems and process.

Intake Steps

Procurement intake steps guide requesters through a purchasing request, gathering the details needed to create records downstream. These steps are added to the intake journey and configured through procurement preferences.

  • Supplier Selection - Lets requesters search for and select a supplier, with optional support for preferred suppliers and a new-supplier path.

  • Contract Selection - Lets requesters search for and select a contract, with an optional path for requesting a new contract.

  • Catalog (Line Items) - Lets requesters search a catalog and add catalog items as line items on the request.

  • Non Catalog (Line Items) - Lets requesters add free-text (non-catalog) line items to the request.

  • Punchout Redirect & Return - Sends requesters to an external supplier catalog and returns the resulting cart into the request as line items.

  • Shipping Address - Lets requesters select a shipping address, with optional support for entering a custom address.

Processing Steps

Procurement processing steps run after intake to create and manage records in your procurement systems.

  • PR Creation - Builds and creates a purchase requisition from the request's schema and line items, with configurable submit and approval behavior.

  • Easy Form Processing - Submits a procurement form from the request's data and tracks it to completion.

  • Custom Address Creation - Creates a custom address in your procurement system, working with the address captured during the Shipping Address intake step.

Supporting Modules and Extensions

Supporting modules provide reusable procurement logic that other modules rely on during intake and processing.

  • Requester Extension - Matches the requester to their profile in your procurement system and brings in defaults such as manager, default address, currency, and assigned groups.

  • Exchange Rate - Looks up the exchange rate between the request currency and the solution's default currency so totals can be converted.

  • Entity Auto-Approval - Automatically approves a procurement record, such as a purchase requisition, when a policy allows it.

Visibility Modules

Visibility modules surface real-time details about procurement records so requesters and stakeholders can track status without leaving Tonkean.

  • Approvals - Displays approval status, assignments, and history for a procurement record.

  • Contracts - Displays details for a contract, including its status and related approvals.

  • Invoices - Displays details for an invoice, including status, totals, payment information, and line items.

  • PRs - Displays details for a purchase requisition, including line items, approvals, and associated purchase orders.

  • Purchase Orders - Displays details for a purchase order, including line items, associated invoices, and receipts.

  • Suppliers - Displays details for a supplier, including name, status, and a link to the record.

Procurement Preferences

ProcurementWorks adds procurement-specific preference pages where admins and makers configure the behavior of the procurement modules. These appear alongside the Core Standard preferences.

  • Procurement Settings - The primary location for configuring procurement module behavior.

  • Supplier Selection - Configure the policies that control supplier selection behavior.

  • Contract Selection - Configure the policies that control contract selection behavior.

  • Line Items - Configure catalog, non-catalog, and punchout line-item behavior.

  • Purchase Requisition - Configure the policies and custom fields used when creating purchase requisitions.

  • Contracts - Configure contract-related settings for your procurement process.

  • Coupa Settings - Configure settings specific to your procurement system integration.

  • Default Visibility Module Variants - Set the default visibility modules used to display procurement records.

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