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TPDb
Team Purchasing Database - TPDb can be used to manage
expenditures on grants or
contracts as the users in the lab enter purchase
requests. Users will find it easy and natural to use. It runs on top of
Microsoft Access, and Windows XP or 2000 so their machines should already
have all they need to run it. The product allows the user to quickly create
purchase requests from a database of suppliers
and items with just a few clicks of the mouse. Those
orders are then immediately available to the PI where he/she can check
against available grants and account codes to make sure the funds are
available for expenditure.
Implementation of our product will speed up your purchasing process and
greatly reduce
common errors found with a paper or Excel Spreadsheet based purchasing
process.
TPDb allows a lab manager or Principle investigator the ability to see all
orders
in the
system and make corrections, approve
them or send them back to the user for correction, or to purchasing for
acquisition.
Purchase orders can be sent directly to the vendor with the click of a
button. The software has checks to prevent users from selecting the wrong
supplier. It provides the you with instantaneous decision support when
approving a purchase with a pop up check that allows you to verify funds
for each subcode in your grant/budget before you place an order.
User
Interface
The
whole system is built around a fast point and click user interface. No
Data has ever to be entered twice. The longer a lab uses the system the
more efficient it will become.
Just by regular use, TPDb will capture more and more of the data you use
everyday.
Installation
TPDb is designed to be installed on a local area network or LAN. The
data file for the database should reside on a machine that can serve the
data via a shared drive or folder
out to every client machine for TPDb. You may use the server machine as a
location to install TPDb on as well. The application must reside on each
client and the data file must reside on only the server machine if the
users wish to share data and purchasing information.
Network
support
TPDb allows all the users that have login in privilege to access the database.
It relies on the Microsoft network to provide accessibility to the shared
drive.
Data
Sharing
TPDb allows you to share information between users to enhance productivity.
Information sharing is determined by the Database Security model you set
as you install
the application. This model works for installations that
have one or several PI's that need to get control over purchasing in their
lab. Although the sketch shows three users, you could have dozens of users
sharing data. TPDb utilizes groups to accomplish a second level of data
sharing.
The two tier data sharing method allows you configure
TPDb so
that grant/budget and purchase data is only shared by users within the
same user group. Every user gets assigned to one or more groups. TPDb
then controls what information is available to each user based upon his
TPDb login group name. Users in group 1 are not allowed to see purchase
and grant information from users in group 2 for example. But, TPDb will
allow them to share and co-author the supplier and item lists so that
all users can take advantage of that data.
User States
and Privileges
TPDb comes with user levels and groups. Each level has privileges assigned to it
that controls access to functionality within the product. For example the
general user does not have access to add additional users.
Using the
DBSecurity form you can set the User Levels to match the way your
business works. For example; you may set the general lab user to only be
able to
enter
purchase requests. You can set the PI level user to have the privilege to
enter orders, review orders, print purchase orders, change information
about himself, but not be able to change an order that has been submitted,
delete an order or add users or change passwords other than his own. The
PI status is for the lab Principle Investigator. Finally you might set the
Admin user level to have all privileges in the system.
TPDb
Concepts
Item numbers, Supplier ID's, Grant ID's, are considered relative data
meaning that there are relationships set up with other data in the
database based on these values. Changes made to relative data ripple
through all the relationships. That is the nature of a relational
database. Most of the time it is natural to have data update every where
it is used. There are times when you don't want that to happen and TPDb
has safeguards employed to prevent you from accidentally changing relative
data that needs to be locked for safe keeping.
Enter data
once and use it everywhere is the advantage of a database. Once you or anyone using
TPDb enters Items
and or Supplier data it is immediately available for everyone on the team
to use for purchases. Everyone benefits from using the system, relieving
some of the extra work associated with looking up supplier and item data.
Features
-
TPDb gives the Lab Manager/ Principal Investigator, or Group Manager the ability to see all
orders in the system and make corrections, approve them or send them back
to the originator for corrections.
- The user
can communicate directly with vendors via email to place an order with
the click of a button.
- The software
has checks to prevent an order from going to the wrong supplier or having
incorrect budget items, or grants, or contracts specified.
- The point
and click user
interface was built to be intuitive and easy to use in order to minimize
training.
- TPDb has
a pop up check for the manager that allows him to qualify funds instantly for
each accounting subcode in his grant before he places the order.
- New account
totals are calculated instantly to ensure that all purchases are balanced
with the approved grant or contract accounts.
- The software
has a tool for rapid input of legacy accounting data from current spread
sheets to quickly enable any lab to use the system without time consuming
data entry. A legacy template spreadsheet is provided.
- Item Data
is related to the Supplier Data, preventing purchase requests to the wrong
supplier and enabling rapid order tracking.
- The reporting
module builds quick reports to show how funds were spent via vendors,
items, experiments, or grant/contract.
- TPDb tracks
every option the user makes while in the system for security and accounting
control.
- TPDb prevents
the general user from making critical data changes that would adversely
affect the reliability of the data by controlling user privileges.
-
Once purchases
are set to Received status they are archived for safe keeping.
Benefits
System
Requirements are as follows:
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PC with 2 Ghz processor or faster
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Windows XP Home or Professional, Windows 2000 (with
msadox.dll v2.7)
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Microsoft Access 2000 or later
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Shared Disk with Network access for Database data
to reside on.
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Note: This disk must be maintain consistency in
name and connection for the application to find its data and operate
properly.
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100baseT Ethernet connection preferred.
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Microsoft and TCIP network connectivity
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25 Mb Free disk space for application
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Estimated 100 mb free disk space for approximately
1 years data for 10 users
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Msadox.dll Version 2.7
Microsoft Access 2000 Library References
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Microsoft Access 10.0 Object Library
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Microsoft Access DA0 3.6
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Microsoft ActiveX Data Objects 2.1 Library
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Microsoft CDO For Exchange 2000 Library
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Microsoft Data Access Components Installed Version
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Microsoft Internet Controls
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OLE Automation
Fore
more information contact
info@biomationsystems.com
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