ERP purchase orders
in Procurement
Create and manage your POs in Stampli, and then export them to your ERP — with perfect configuration.
How Stampli supports ERP purchase orders
Stampli Procurement integrates seamlessly with your ERP system, automating the creation, formatting, and management of purchase orders (POs) directly within the ERP. This approach allows organizations to leverage their ERP for extended financial lifecycle management while reducing the manual workload on accounts payable teams.
The old way: Manually inputting POs
Organizations struggle with time-consuming manual data entry for purchase orders in their ERP systems, leading to errors, delays, and misaligned data between systems. Approval workflows are often split across disparate systems with no single source of truth, creating visibility gaps and making it difficult to track spending against budgets. Complex PO requirements like custom fields and multi-currency transactions further complicate the process, resulting in payment delays and wasted time reconciling mismatched data.
Stampli’s approach
Only Stampli provides ERP integrations that are built in-house, built in advance, and built to completion, allowing users to export POs in any format or configuration necessary. Our solution mirrors your ERP’s PO requirements and seamlessly exports approved data back to create purchase orders, reducing manual entry while ensuring accuracy. Stampli enforces approvals and budget controls while providing real-time visibility into purchase commitments across the entire procurement lifecycle. By streamlining workflows between procurement and AP teams, Stampli speeds up approval processes and improves control across all financial processes. This maximizes the value of your ERP investments while leveraging Stampli’s intelligent automation to reduce errors and save valuable time.
Key features
Automated PO numbering
Configure PO numbering to match ERP conventions, including prefixes and sequencing for seamless integration with your existing systems.
Custom field mapping
Map Stampli PO fields to ERP-specific fields at both header and line levels, ensuring complete data alignment between systems.
Multi-currency support
Create POs in different currencies based on vendor location or procurement policies, supporting global business operations.
Approve in Stampli or the ERP
Choose whether to approve POs in Stampli before exporting to ERP or use ERP’s built-in approval workflows, providing flexibility to match your organization’s processes.
ERP-linked item data
Maintain accurate item details by linking PO line items to ERP master data, ensuring consistency across all systems.
FAQ
What ERPs does Stampli integrate with?
Stampli integrates with all major ERP systems including Oracle, SAP, Microsoft Dynamics, NetSuite, Sage, and many others. Our integration approach allows us to connect with virtually any system through our flexible integration framework. During implementation, our team works with you to understand your specific ERP configuration and ensures that the integration is tailored to your organization’s unique requirements.
How does Stampli help reduce manual data entry for purchase orders?
Stampli mirrors your ERP’s PO requirements and automates the creation process by allowing users to create purchase requests in our user-friendly interface. Once approved, Stampli automatically formats the data according to your ERP’s specifications and exports it to create the official purchase order. This eliminates the need for someone to manually type in all the details, chase down approvers, and keep track of where every PO is in the process, significantly reducing data entry errors and saving time for your purchasing team.
Can Stampli handle our complex approval workflows?
Yes, Stampli provides highly configurable approval workflows that can match even the most complex organizational requirements. You can set up approval chains based on department, dollar amount, category, vendor, or any combination of these factors. You can also choose whether to approve POs in Stampli before exporting to your ERP or use your ERP’s built-in approval workflows. Our system accommodates multiple approval stages, parallel approvals, delegate approvers for vacations, and escalation processes to ensure nothing gets stuck in the workflow.
How does Stampli handle custom fields and specialized ERP configurations?
Stampli’s custom field mapping capability allows you to map any field in our system to your ERP-specific fields at both the header and line levels. This ensures that all your organization’s unique data requirements are met, including custom fields, multi-currency transactions, and tax configurations. During implementation, our team works with you to understand your ERP’s specific requirements and configures Stampli to match them perfectly, ensuring seamless data transfer between systems.
How do we maintain visibility into PO status across both systems?
Stampli provides real-time visibility into the status of all purchase orders, regardless of whether they were created in Stampli or directly in your ERP. Our system can bi-directionally sync status updates between Stampli and your ERP, ensuring that everyone has access to the most current information. This eliminates the common problem of having visibility gaps between procurement and AP cycles, creating a single source of truth for all purchase-related data. Users can easily track where each PO is in the process, from initial request through approval, export to ERP, receipt of goods, and final payment.