Approval of requests for a funds expenditure in biochemical holding "Orgkhim"

As a result of permanent increase in number of the entering, outgoing and internal documents, need for more ordered and effective work with them the management of holding made the decision on system implementation of electronic document management (EDMS).

On analysis results presented at the market by EDMS the decision on automation of work with documents on the basis of the 1C: Document Flow 8 PROF software product was made.

The main objectives of the project were automation of reconciliation procedure and the approval of requests for a funds expenditure and also creation of electronic archive of documents. The decision on integration "1C: Document Flow 8 PROF" with an automated system of 1C: Manufacturing Enterprise Management 8 which at the time of implementation of EDMS already was in operation was also made.

First of all it was decided to automate process of approval and the approval of requests for a funds expenditure, and on it there were reasons. In the conditions of permanent expansion of business for review of requests considerable costs of time were required. To make decisions, for example, on a possibility of payments with exceeding of the set limits or about transfer of a payment due date, it was necessary to hold meetings almost daily.

Business process of approval and the approval of requests for a funds expenditure is implemented in a system as follows. Previously the initiator of the request creates it in information base "1C: Manufacturing Enterprise Management 8". Further using means of automatic exchange the request comes to the 1C: Document Flow 8 PROF system in which at the same time the internal document with the corresponding details is created. Then the initiator executes start of business process of consideration of the request by the staff of financial directorate along the set route. According to the results of consideration by financial directorate the request either joins, or does not join in the payment schedule.

At the same time to the initiator the resolution with result is sent. Requests which are considered and included in the payment schedule are sent further for review along the set routes.

The approval of requests for a funds expenditure is executed in the 1C: Manufacturing Enterprise Management 8 system, at the same time the change history of a status of requests is stored in "1C: Document Flow 8 PROF".

Project Results

As a result of system implementation of 1C: Document Flow 8 regulations of business processes of approval of requests for a funds expenditure are developed. Tuning of different routes of approval of requests according to an organization structure of holding and also depending on parameters of the request, roles of users and access rights is performed. 50 jobs are automated. Instructions are developed and user training to work in a system is executed.

Use of EDMS allowed not only to increase performing discipline at the enterprise, but also to reduce at least twice costs of time of employees for document handling, having released time for analytical activity.