VENDOR REGISTRATION

PROCESS WORFLOW AUTOMATION USING

OMNIPROCESS

Vendor Registratration ProcessBusiness 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

Start Document scanned

and indexing parameters added

Exception Resolution

Discard

Documents verified

Approves the application and forward for final decision making

Decision 1 Decision 2 Final Approval for registration Decision 3

Exception Resolution

Vendor Registered

Vendor Master

End ProcessFilled Form

Verifier User Approver Registration User

Vendor details

Yes

Exce

pti

on

R

ais

ed

Yes Yes

Exce

pti

on

R

ais

ed

Dis

ca

rd

Dis

ca

rd

Dis

ca

rd

Scanning User

E-mail sent to the Vendor

Standard workflow

Process initiation through OmniScan

Importing of documents in to OmniScan

Importing of documents in to OmniScan

Indexing parameters in to OmniScan

Indexing parameters in to OmniScan

Exporting Documents to the Process Flow

Exporting Documents to the Process Flow

Report on successful export

Report on successful export

Login to the DMS for Process Flow

Verifier user finds the documents in his queue

Verifier opens & approves the documents

Approver user finds documents in his queue

Approver user opens & approves the documents

Approver user opens & raise an exception

Verifier user sees an exception in his folder

Verifier user clears the exception approve it

Verifier user clears the exception approve it

Approver again gets the item for approval

Approver opens his queue item and approve

Register user find line item in his queue

Register user opens and approve the line item

Register user checks Vendor Documents in repository

Annotations can be applied to the documents

Thanks