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Budgeting and Purchasing

Overview

  • Enables companies to manage their purchase requisitions through the process of becoming purchase orders

  • Associates all purchase orders to their respective cost centers

  • Ties purchase orders to approvals, vendor contracts, and invoices

Get the big picture of where your organization is spending its money with Budgeting and Purchasing. You’ll be able to drill down to track the details of each purchase you make, from the moment a purchase order is created until the invoice associated with it is paid. You can easily track expenditures to date against budgeted funds and learn how much a particular department is spending compared with other departments. With Budgeting and Purchasing, there is no reason for anyone in your organization to lose sight of how close you are to meeting your budget goals. Because all related purchasing documents are tied together, you can streamline the spending process. Budgeting and Purchasing covers the entire purchasing lifecycle and helps you prioritize expenditures. Its trending and forecasting capabilities help you look ahead with greater assurance that future budgets will be based on fact rather than guesswork. Note: Package does not include the sample reports and dashboards described on the information sheet.

Categories

Business Needs
Finance
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

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