Newgen Vendor Registration Solution on Cloud
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The document describes the vendor registration workflow process that is automated using OmniProcess. Key steps include: 1) A vendor submits an application form and documents which are scanned and indexed; 2) A verifier user verifies the documents and exceptions are resolved; 3) An approver user approves the application or raises exceptions; 4) If approved, a registration user registers the vendor by archiving documents or sends it back for exceptions. The process utilizes OmniScan for document intake and OmniProcess for automated workflow routing between users.
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Newgen Vendor Registration Solution on Cloud
- 1. VENDOR REGISTRATION PROCESS WORFLOW AUTOMATION USING OMNIPROCESS
- 2. Vendor Registratration Process Business 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
- 3. Start Documentscanned andindexing parametersadded Exception Resolution Discard Documents verified Approvesthe applicationand forwardforfinal decisionmaking Decision1 Decision2 FinalApprovalfor registration Decision3 Exception Resolution Vendor Registered Vendor Master EndProcessFilledForm VerifierUser Approver RegistrationUser Vendor details Yes Exception Raised Yes Yes Exception Raised Discard Discard Discard ScanningUser E-mailsentto theVendor Standard workflow
- 4. Process initiation through OmniScan
- 5. Importing of documents in to OmniScan
- 6. Importing of documents in to OmniScan
- 7. Indexing parameters in to OmniScan
- 8. Indexing parameters in to OmniScan
- 9. Exporting Documents to the Process Flow
- 10. Exporting Documents to the Process Flow
- 11. Report on successful export
- 12. Report on successful export
- 13. Login to the DMS for Process Flow
- 14. Verifier user finds the documents in his queue
- 15. Verifier opens & approves the documents
- 16. Approver user finds documents in his queue
- 17. Approver user opens & approves the documents
- 18. Approver user opens & raise an exception
- 19. Verifier user sees an exception in his folder
- 20. Verifier user clears the exception approve it
- 21. Verifier user clears the exception approve it
- 22. Approver again gets the item for approval
- 23. Approver opens his queue item and approve
- 24. Register user find line item in his queue
- 25. Register user opens and approve the line item
- 26. Register user checks Vendor Documents in repository
- 27. Annotations can be applied to the documents
- 28. Thanks