Set Up E-Procurement
System Administrator
To use E-Procurement it must be set up with the supplier and in IRIS Financials Purchasing settings.
If your organisation uses IRIS Financials Purchasing Requisitions (REQ) as part of your purchasing process, E-Procurement cannot be used. Continue processing orders using the existing purchasing process.
On-premises customers must install IRIS Financials Purchasing version 6.0.292.0 or later to set up E-Procurement.
Before Setting Up E-Procurement
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If an IRIS Financials account has not already been set up for the supplier, create the supplier account.
(Amazon Business Only) Create Amazon Business as a supplier in IRIS Financials.
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Check delivery addresses are entered in a valid format in Distribution.
We recommend using the same format as Royal Mailto check the address. If the details do not match, update the address format (do not include any special characters, such as !, @, &, *, /, \).
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Make sure each employee using E-Procurement has a licence and account set up for IRIS Financials Purchasing.
To use E-Procurement users must have their own account, with an email address. If users are sharing an account, an account must be set up for each of them and access to IRIS Financials Purchasing assigned. SUPADMIN users cannot use E-Procurement.
- (Amazon Business Only) If you are not signed up to Invoice by Amazon, you must add non-UK VAT rates to the VATRATE keylist in IRIS Financials.
- (Amazon Business Only) Multi-Academy Trusts (MATs) that only have one Amazon Business account for all locations and want each location to be billed separately must contact their Amazon Account Manager.
Setting Up E-Procurement
- Set up E-Procurement in your account with the supplier.
- Enter the set up details for the supplier in IRIS Financials Purchasing E-Procurement settings.
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(Optional) Complete the supplier testing.
Any orders processed as part of the testing must be cancelled and written off before using E-Procurement for actual orders.
- Switch to active mode.