Digitalization e.g.

P2P
Challenges
Electronic handling of invoices (P2P) for years on the agenda of many
companies (esp. automotive)
Digitalization of business processes also in parts of the real estate industry an
obvious trend (CAFM, DMS, )
Organization of numerous companies not prepared for requirements of
digitalization:
o De-centralized purchase/order system
o De-centralized invoice entry
o Manual internal transfer and processing of invoices
o High range of various accounting units/suppliers
o High number of invoices to be handled
In the next years P2P will become market standard
Requirement to adapt company organizations to P2P

Project approach
Status quo analysis in specific companies:
o Volume/types of orders
o Order process
o Invoice amount
o Invoicing process
o IT systems applied (own IT systems, client systems, interfaces)
Research:
o P2P experience in the group/the branch of industry
o P2P provider/system
Business case: development and assessment of alternatives and scenarios
Determination of company specific saving potentials

Results
Professionalization of offer and invoice handling process as well as
filing/archiving
Reduced handling times
Quality increase of invoice handling (e.g. e-invoicing: data exchange improved
data quality)
 Leaning of processes as well as process acceleration via avoidance of manual
tasks and improved interfaces
Using of FTE savings potential

Purchase Orders
SI 2016 features new Purchase Order functionality, enabling SI users to issue
POs to their vendors directly from within SI 2016. SI users can create Purchase
Orders with products from their SI catalog and also directly from an SI project
or multiple projects. Purchase orders can be published via D-Tools new
Vendor Portal, which facilitates communication between SI users and vendors.

Purchase Order Status Purchase Orders in SI can be assigned to the following status:

Draft This status indicates, that a purchase order has been created and is yet to be sent to the vendor.
This is default status when a purchase order is created or cloned.
Issued This status indicates that a purchase order has been sent to the vendor. A purchase order status
must be Issued to create a Receive or Publish to Vendor Portal.
Partially Received This status indicates that portion of the list of items in the purchase order has been
received by you/your organization from your vendor. When items are received this status is set if items
are partially received.
Received This indicates that all the items in your PO has been received by you/your organization from
your vendor. When all items are received this status is set.
Canceled This indicates that your purchase order has been canceled. Set manually by user.

Create PO, add items Purchase orders can be created directly from within an SI project. Select a
vendor, add items/quantities, and send via Outlook or publish to the D-Tools Vendor Portal.
Vendor Portal The Vendor Portal enables Vendors to accept POs from SI users. Vendors get notified
when a PO is published to the portal. The vendor can sign in and view PO, accept/reject, and enter a
vendor reference number.
Built-in notifications When a Vendor accept/rejects or makes a comment on a PO, a notification is sent
to the SI user.
Receive Items Track receipt of items on a PO. If only some of the items are received then the status is
updated to Partially Received. Once all items are recevied then the status is updated to Received.
Update project items from PO Project Items can have the order fields updated from SI purchase
orders. If an SI project has associated purchase orders with Partially Received or Received status, the
ordered and received fields can be automatically or manually updated, along with additional information
such as Order number, Ordered and Received Date, Vendor, and Unit Cost.