Systems and methods for automated purchase requests

• US 10,430,845 B2
• Filed: 10/23/2006
• Issued: 10/01/2019
• Est. Priority Date: 10/23/2006
• Status: Active Grant

• Current Assignee: Adventive, Inc. (BlueTie, Inc.)
• Original Assignee: Adventive, Inc. (BlueTie, Inc.)
• Inventors: Koretz, David A., Chamberlin, Rob, Simpson, James
• Primary Examiner(s): Donlon, Ryan D
• Assistant Examiner(s): Kang, Irene S
• Application Number:
  US11/584,639
• Publication Number:
  US 20080195506A1
• Time in Patent Office: 4,726 Days
• Field of Search: 705 35- 38
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]
• CPC Class Codes: G06Q 30/0603 Catalogue ordering

Abstract

A purchase request system efficiently procures goods and services by recognizing purchase authority levels of users within an enterprise, division, or project team. Administrators establish authority levels to ensure that purchase requests within a user'"'"'s authority level are automatically processed and submitted to vendors for fulfillment of orders, while purchase requests beyond a user'"'"'s authority level are routed according to a determined protocol. Determined protocols include routing the purchase request to a designated user with a different authority level for disposition, rejection of the purchase request, or modification of the purchase request in accordance with the determined protocol. Users may select from multiple payment methods to complete a purchase transaction and may access the purchasing system in real time to determine the status of an order at any point in the life cycle of the purchase request, from submission of the request to payment for received goods and services.

Claims

1. A method for facilitating automated product procurement according to established authorization level data, the method comprising:

receiving by a processor of an application provider apparatus a purchase request to purchase at least one product, the purchase request submitted by a specified user within a group of users in a business enterprise and via a shopping cart of a Website, wherein the shopping cart includes transaction detail data comprising the purchase request;

determining and providing by the processor of the application provider apparatus payment option data comprising one or more of a plurality of payment options available for use by the specified user based on an established authority of the specified user;

receiving by the processor of the application provider apparatus a selection of one of the one or more provided payment options from the specified user;

determining by the processor of the application provider apparatus the submitted purchase request does not comply with stipulated approval level data for the specified user based at least in part on at least a portion of the transaction detail data, without user intervention, wherein the stipulated approval level data comprises a level of purchasing authority of the specified user based on designation data for the specified user comprising a designation of the user within the business enterprise, the level of purchasing authority comprising a maximum allowable number of purchase requests for the specified user within a specified time period;

and

denying by the processor of the application provider apparatus the submitted purchase request and transferring the transaction detail data comprising the purchase request from the shopping cart to a computing device associated with another of the group of users having associated authority data indicating an authority to submit the purchase request within the specified time period based on an obtained number of purchase requests previously-submitted by the other of the group of users within the specified time period.

2. The method of claim 1, further comprising:

providing by the processor of the application provider apparatus a vendor with a proof of purchase based upon the accepted purchase request.

3. The method of claim 2, wherein the proof of purchase based upon the accepted purchase request includes a purchase order.

4. The method of claim 2, further comprising:

receiving by the processor of the application provider apparatus a proof of receipt of the purchase from the vendor.

5. The method of claim 1, further comprising:

connecting by the processor of the application provider apparatus the specified user to a vendor and displaying products available for electronic purchase.

6. The method of claim 5, wherein the connection of the specified user to a vendor is made over a communications network and the displayed products available for electronic purchase of the specified user are products from a catalog of the vendor.

7. The method of claim 1, further comprising one or more of holding, by the processor of the application provider apparatus, the purchase request for review, generating, by the processor of the application provider apparatus, order collaterals and submitting, by the processor of the application provider apparatus, the purchase request and order collaterals to a vendor for fulfillment, or identifying, by the processor of the application provider apparatus, one of a plurality of classes of products associated with the purchase request and directing the purchase request to a particular one of the group of users based on the identified one of the plurality of classes of products, when the determining indicates that the submitted purchase request does not comply with the stipulated approval level data.

8. The method of claim 1, wherein the product being purchased includes recurring services that do not have a fixed dollar amount.

9. The method of claim 8, wherein the recurring services are Web-based.

10. A non-transitory computer-readable medium having stored thereon instructions for facilitating automated product procurement according to established authorization level data, comprising executable code which when executed by one or more processors, causes the one or more processors to:

receive a purchase request to purchase at least one product, the purchase request submitted by a specified user within a group of users in a business enterprise and via a shopping cart of a Website, wherein the shopping cart includes transaction detail data comprising the purchase request;

determine and provide payment option data comprising one or more of a plurality of payment options available for use by the specified user based on an established authority of the specified user;

receive a selection of one of the one or more provided payment options from the specified user;

determine the submitted purchase request does not comply with stipulated approval level data for the specified user based at least in part on at least a portion of the transaction detail data, without user intervention, wherein the stipulated approval level data comprises a level of purchasing authority of the specified user based on designation data for the specified user comprising a designation of the user within the business enterprise, the level of purchasing authority comprising a maximum allowable number of purchase requests for the specified user within a specified time period;

and

deny the submitted purchase request and transfer the transaction detail data comprising the purchase request from the shopping cart to a computing device associated with another of the group of user having associated authority data indicating an authority to submit the purchase request within the specified time period based on an obtained number of purchase requests previously-submitted by the other of the group of users within the specified time period.

11. The computer-readable medium of claim 10, wherein the executable code when executed by the one or more processors further causes the one or more processors to provide a vendor with a proof of purchase based upon the accepted purchase request.

12. The computer-readable medium of claim 11, wherein the proof of purchase based upon the accepted purchase request includes a purchase order.

13. The computer-readable medium of claim 11, wherein the executable code when executed by the one or more processors further causes the one or more processors to receive a proof of receipt of the purchase from the vendor.

14. The computer-readable medium of claim 10, wherein the executable code when executed by the one or more processors further causes the one or more processors to connect the specified user to a vendor and displaying products available for electronic purchase.

15. The computer-readable medium of claim 14, wherein the connection of the specified user to a vendor is made over a communications network and the displayed products available for electronic purchase are products from a catalog of the vendor.

16. The computer-readable medium of claim 10, wherein the executable code when executed by the one or more processors further causes the one or more processors to hold the purchase request for review, generate order collaterals and submitting the purchase request and order collaterals to a vendor for fulfillment, or identify one of a plurality of classes of products associated with the purchase request and directing the purchase request to a particular one of the group of users based on the identified one of the plurality of classes of products, when the determining indicates that the submitted purchase request does not comply with the stipulated approval level data.

17. The computer-readable medium of claim 10, wherein the product being purchased includes recurring services that do not have a fixed dollar amount.

18. The computer-readable medium of claim 17, wherein the recurring services are Web-based.

19. An application provider apparatus comprising memory comprising programmed instructions stored thereon and one or more processors configured to be capable of executing the stored programmed instructions to:

receive a purchase request to purchase at least one product, the purchase request submitted by a specified user within a group of users in a business enterprise and via a shopping cart of a Website, wherein the shopping cart includes transaction detail data comprising the purchase request;

determine and provide payment option data comprising one or more of a plurality of payment options available for use by the specified user based on an established authority of the specified user;

receive a selection of one of the one or more provided payment options from the specified user;

determine the submitted purchase request does not comply with stipulated approval level data for the specified user based at least in part on at least a portion of the transaction detail data, without user intervention, wherein the stipulated approval level data comprises a level of purchasing authority of the specified user based on designation data for the specified user comprising a designation of the user within the business enterprise, the level of purchasing authority comprising a maximum allowable number of purchase requests for the specified user within a specified time period;

and

deny the submitted purchase request and transfer the transaction detail data comprising the purchase request from the shopping cart to a computing device associated with another of the group of user having associated authority data indicating an authority to submit the purchase request within the specified time period based on an obtained number of purchase requests previously-submitted by the other of the group of users within the specified time period.

20. The apparatus as set forth in claim 19 wherein the one or more processors are further configured to be capable of executing the stored programmed instructions to provide a vendor with a proof of purchase based upon the accepted purchase request.

21. The apparatus as set forth in claim 20 wherein the proof of purchase based upon the accepted purchase request includes a purchase order.

22. The apparatus as set forth in claim 20 wherein the one or more processors are further configured to be capable of executing the stored programmed instructions to receive a proof of receipt of the purchase from the vendor.

23. The apparatus as set forth in claim 19 wherein the one or more processors are further configured to be capable of executing the stored programmed instructions to connect the specified user to a vendor and displaying products available for electronic purchase.

24. The apparatus as set forth in claim 23 wherein the connection of the specified user to a vendor is made over a communications network and the displayed products available for electronic purchase are products from a catalog of the vendor.

25. The apparatus as set forth in claim 19 wherein the one or more processor are further configured to be capable of executing the stored programmed instructions to hold the purchase request for review, generate order collaterals and submitting the purchase request and order collaterals to a vendor for fulfillment, or identify one of a plurality of classes of products associated with the purchase request and directing the purchase request to a particular one of the group of users based on the identified one of the plurality of classes of products, when the determining indicates that the submitted purchase request does not comply with the stipulated approval level data.

26. The apparatus as set forth in claim 19 wherein the product being purchased includes recurring services that do not have a fixed dollar amount.

27. The apparatus as set forth in claim 26 wherein the recurring services are Web-based.