Method for allocation of budget to order periods and delivery periods in a purchase order system

• US 8,423,428 B2
• Filed: 08/10/2004
• Issued: 04/16/2013
• Est. Priority Date: 03/08/2004
• Status: Active Grant

• Current Assignee: SAP SE
• Original Assignee: SAP AG (SAP SE)
• Inventors: Grendel, Alexander, Welter, Markus
• Primary Examiner(s): LEVINE, ADAM L
• Application Number:
  US10/915,263
• Publication Number:
  US 20050197913A1
• Time in Patent Office: 3,171 Days
• Field of Search: 705 26- 272
• US Class Current: 705/26.81
• CPC Class Codes: G06Q 30/0635 Processing of requisition or of purchase orders
• CPC Class Codes: G06Q 30/0637 Approvals

Abstract

A method of processing a purchase order is disclosed. The method includes receiving an electronic purchase order in a current one of a plurality of order periods for a designated delivery period, accessing a budget allocation corresponding to said delivery period, and providing an acceptance or a rejection of the electronic purchase order based at least partially on a budget portion of the current order period. The budget allocation includes a budget portion corresponding to each of the plurality of order periods.

Claims

1. A non-transitory computer-readable storage media for performing a method of processing a purchase order comprising machine-readable program code for causing one or more processors to perform the method, the method comprising:

receiving a first electronic purchase order for items to be purchased in a first order period for delivery in a first delivery period and a second delivery period;

receiving a second electronic purchase order for items to be purchased in a second order period for delivery in the second delivery period and a third delivery period;

accessing a budget allocation corresponding to at least the first delivery period and the second delivery period, the budget allocation including a first budget for the first order period and a second budget for the second order period, the first budget including budget funds for the first delivery period and the second delivery period, the second budget including budget funds for the second delivery period and the third delivery period;

calculating a cost of the first electronic purchase order;

applying budget rules to the first electronic purchase order to determine whether the first electronic purchase order may be submitted to a vendor to purchase the items, wherein applying the budget rules includes determining whether the cost is greater than a sum of the first budget for the first order period and any remaining budget from prior order periods of a plurality of order periods;

providing a rejection of the first electronic purchase order based at least partially on the cost of the first electronic purchase order exceeding the sum of the first budget for the first order period and any remaining budget from prior order periods of a plurality of order periods; and

allowing a user to modify one or more of the budget rules based on the rejection of the first electronic purchase order.

2. The computer-readable storage media of claim 1, further comprising the step of providing an acceptance of the first electronic purchase order after the user modifies one or more of the budget rules.

3. The computer-readable storage media of claim 1, wherein providing the rejection is accompanied by providing one or more options to a user.

4. The computer-readable storage media of claim 3, wherein the options include an option to cancel the first electronic purchase order.

5. The computer-readable storage media of claim 3, wherein the options include an option to modify the first electronic purchase order to maximize a size of the first electronic purchase order while reducing the cost of the first electronic purchase order below the sum.

6. The computer-readable storage media of claim 3, wherein the options include an option to modify the first electronic purchase order to minimize a size of the first electronic purchase order while ensuring a desired delivery schedule.

7. The computer-readable storage media of claim 1, wherein the budget rules include the budget allocation.

8. The computer-readable storage media of claim 7, wherein the ability to modify budget rules includes modifying the budget allocation to accommodate the first electronic purchase order.

9. The computer-readable storage media of claim 7, wherein the ability to modify the budget allocation includes modifying the budget allocation to ensure a desired delivery schedule.

10. The computer-readable storage media of claim 9, further comprising an option to modify the first electronic purchase order.

11. The computer-readable storage media of claim 1, further comprising the step of determining if the user has an ability to modify the budget rules of increasing an amount of money available in at least one order period of the plurality of order periods for a designated delivery period.

12. The computer-readable storage media of claim 1, wherein the step of providing the user with the ability to modify one or more budget rules includes constraints.

13. The computer-readable storage media of claim 12, wherein the constraints in the step of providing the user with the ability to modify one or more budget rules include a requirement of a correlating change to the second order period of the plurality of order periods.

14. A program product embodied in non-transitory computer-readable media for purchase order processing, comprising machine-readable program code for causing, when executed, one or more machines to perform the following method steps:

receiving a first electronic purchase order for items to be purchased in a first order period for delivery in a first delivery period and a second delivery period;

receiving a second electronic purchase order for items to be purchased in a second order period for delivery in the second delivery period and a third delivery period;

accessing a budget allocation corresponding to at least the first delivery period and the second delivery period, the budget allocation including a first budget for the first order period and a second budget for the second order period, the first budget including budget funds for the first delivery period and the second delivery period, the second budget including budget funds for the second delivery period and the third delivery period;

calculating a cost of the first electronic purchase order;

applying budget rules to the first electronic purchase order to determine whether the first electronic purchase order may be submitted to a vendor to purchase the items, wherein applying the budget rules includes determining whether the cost is greater than a sum of the first budget for the first order period and any remaining budget from prior order periods of a plurality of order periods;

providing a rejection of the first electronic purchase order based at least partially on the cost of the first electronic purchase order exceeding the sum of the first budget for the first order period and any remaining budget from prior order periods of a plurality of order periods; and

allowing a user to modify one or more of the budget rules based on the rejection of the first electronic purchase order.

15. The program product of claim 14, further comprising the step of providing an acceptance of the first electronic purchase order after the user modifies one or more of the budget rules.

16. The program product of claim 14, wherein providing the rejection is accompanied by providing one or more options to a user.

17. The program product of claim 16, wherein the options include an option to cancel the first electronic purchase order.

18. The program product of claim 16, wherein the options include an option to modify the first electronic purchase order to maximize a size of the first electronic purchase order while reducing the cost of the first electronic purchase order below the sum.

19. The program product of claim 16, wherein the options include an option to modify the first electronic purchase order to minimize a size of the first electronic purchase order while ensuring a desired delivery schedule.

20. The program product of claim 14, wherein the budget rules include the budget allocation.

21. The program product of claim 20, wherein the ability to modify budget rules includes modifying the budget allocation to accommodate the first electronic purchase order.

22. The program product of claim 20, wherein the ability to modify the budget allocation includes modifying the budget allocation to ensure a desired delivery schedule.

23. The program product of claim 22, further comprising an option to modify the first electronic purchase order.

24. The program product of claim 14, further comprising the step of determining if the user has an ability to modify the budget rules of increasing an amount of money available in at least one order period of the plurality of order periods.

25. The program product of claim 14, wherein the step of providing the user with the ability to modify one or more budget rules includes constraints.

26. The program product of claim 25, wherein the constraints in the step of providing the user with the ability to modify one or more budget rules include a requirement of a correlating change to the second order period of the plurality of order periods for the designated delivery period.

27. Non-transitory machine readable media having stored therein instructions that, when executed, cause a processor to implement a method for purchase order processing, which comprises the steps of:

receiving a first electronic purchase order for items to be purchased in a first order period for delivery in a first delivery period and a second delivery period;

receiving a second electronic purchase order for items to be purchased in a second order period for delivery in the second delivery period and a third delivery period;

accessing a budget allocation corresponding to at least the first delivery period and the second delivery period, the budget allocation including a first budget for the first order period and a second budget for the second order period, the first budget including budget funds for the first delivery period and the second delivery period, the second budget including budget funds for the second delivery period and the third delivery period;

calculating a cost of the first electronic purchase order;

applying budget rules to the first electronic purchase order to determine whether the first electronic purchase order may be submitted to a vendor to purchase the items, wherein applying the budget rules includes determining whether the cost is greater than a sum of the first budget for the first order period and any remaining budget from prior order periods of a plurality of order periods;

providing a rejection of the first electronic purchase order based at least partially on the cost of the first electronic purchase order exceeding the sum of the first budget for the first order period and any remaining budget from prior order periods of a plurality of order periods;

providing a user with a reason for the rejection of the first electronic purchase order;

providing the user with one or more options to remedy the rejection based on the rejection of the first electronic purchase order, wherein the options include modifications to the first electronic purchase order and the budget rules;

allowing the user to modify one or more of the budget rules based on the rejection of the first electronic purchase order;

allowing the user to modify the first electronic purchase order based on the rejection of the first electronic purchase order;

applying the modified budget rules to the modified first electronic purchase order; and

providing an acceptance of the modified first electronic purchase order based on the modified budget rules and modifications made to the first electronic purchase order.

28. The machine readable media according to claim 27, wherein the options include an option to modify the first electronic purchase order to minimize a size of the first electronic purchase order while ensuring a desired delivery schedule.

29. The machine readable media according to claim 27, wherein allowing the user to modify one or more of the budget rules includes modifying the budget allocation to accommodate the first electronic purchase order.

30. The machine readable media according to claim 27, wherein allowing the user to modify one or more of the budget rules includes increasing an amount of money available in the current one of the plurality of order periods for a designated delivery period.