Use ERP workflow to improve your ROI

ERP workflows will help your bottom line. We link the steps we are supposed to take in our process as connected ERP transactions. Errors caused by disconnects, when one person performs a transaction and a second person makes a transaction that doesn’t fit with the first, are usually eliminated.

Workflows can be a short series of regular tasks or a lengthy annual process. Whatever form they take, they can greatly benefit a business that wants to reduce errors and cost.

We could use an ERP workflow to create a string of reminders after a purchase order is released. We should expect an acknowledgement shortly after its release. We should also expect an ASN ahead of the expected delivery date. The reminders can automatically alert the buyer to watch for the expected communications and take action in the event of a problem.

We can assume that the PO matches its demand at the time it is placed. Our well trained buyers know to take actions needed during the life of the purchase order. If the demand moves, it is for a reason, such as a sales order placed inside the lead time. Someone in production releases a work order early and begins production to cherry-pick an easy operation. ERP workflows can help to manage this process.

When a customer service representative tries to save the sales order inside the lead time, workflow will mark the sales order as “pending approval status” and alert sales management. The buyer gets an alert, and sales and material personnel can communicate immediately to resolve the situation before it becomes a problem. This kind of situation is common and an ERP workflow helps the whole enterprise find an optimal solution.

ERP workflow can also move from the supplier to the receiver. If your supplier acknowledges a PO but offers a delivery later than requested, the buyer can see the problem immediately. The affected job or sales order is marked and the workflow notifies the person responsible for the demand. We now have the opportunity to move demand or find an alternative supplier right away. The ERP workflow will not let us ignore or forget that the supply and demand are out of balance.

These examples provide ideas for how you can use ERP workflows to automate processes and reduce errors in supply chain management. We have fully automated equipment in our shop already. Why not have self-driving processes too using ERP workflows? Your bottom line will improve. Your accountant can go home happy today.

Using workflows in your ERP will allow you to capture the experience and expertise of your best people. You automate processes using your own pre-defined rules. Human errors are minimized and work is accomplished in shorter time.

So, what are you waiting for? Nearly every ERP system has workflow capabilities. Dig into your manuals or contact your support team if you don’t find it right away. Workflow is there but your ERP might call it by another name. ERP workflows are powerful tools that can help you reduce costs and improve your ROI.

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