Data Sheet

IVALUA FOR PROCURE-TO-PAY

Buy what you need -indirect, direct and services- in a single solution

The Ivalua Procure-to-Pay $ Value

solution provides your employees
a familiar consumer buying • Familiar consumer commerce
experience from any device
experience to find and buy what • Single place for goods, services,
they need at the best price, while components, tools, travel

providing you with contract • Buy at negotiated prices and

within budget
compliance, budget control and • Supplier, contract, legal, tax and
policy compliance
accurate invoice reconciliation. • Ensure manager approval and
stakeholder input
• Electronically capture majority of
You need to help your employees easily and quickly buy all the transactions
goods and services they need for their jobs. You need to guide • Reduced errors, fraud and risk

your employees to buy from preferred contracts, within budget • Reduced AP inquiries

and with the required approvals. You need to remove the manual • Timely receipt, payment and
discounts
labor involved in fixing invoicing issues caused by suppliers or
• Faster Procure-to-Pay cycle
missing orders and receipts.
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Base P2P Components

Items & Catalogs

Collaboratively manage catalogs, services profiles, deliverables and pricing

with suppliers

• Import supplier catalogs, compare item prices, identify errors and use
approval workflows for updates

• Manage and promote product characteristics like promotional,

recommended, volume discount items

• Search simultaneously across multiple Punch Out web-sites and local

catalogs using Cross-Catalog Search

• Save time with pre-defined services profiles, deliverable templates,

saved carts and favorites Services Procurement

Collaboratively procure the right services

at the best price using the Supplier Portal
Purchase Requisitions (“PRs”)
• Request Temp Labor and capture
service profiles, skill levels, delivery
Familiar consumer buying experience; routed via approval workflows
location, duration, milestones and rate
configured to types of content or value
cards - either from templates or hiring
• “Any Source PR”- initiate or capture PRs from contract, catalog, Punch managers
Out, Free Form, tooling, project, inventory/MRP, travel request
• Request Fee-based services and
• Configurable workflows based on type, category, cost center, value, capture service profiles, deliverable
department, project, any complex and conditional combination detail, duration and discounts -either
from templates or requestors
• Account for multiple costs, suppliers, sites, projects, accounting ledgers
and tax accounting methods • Initiate Spot Bids directly from a PR
and take advantage of excess bench
• Auto assign cost categories based on user profile, type of purchase
capacity
• Track budget consumption during PR creation; alert requestors to defer
• Deep support for collaborative
or block request
Candidate evaluation, assignment,
• Create a single PR with multiple suppliers and automatically split it into on-boarding, time-sheet, invoicing
several POs and profiles

• Initiate Spot Bids directly from a PR carrying over line-item • Milestone and Subscription payments
attachments, complete Bid event and update the PR with new pricing approval managed inside for easy
reconciling of invoices
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Base P2P Components

Purchase Orders (“POs”)

Orders are communicated to suppliers and changes are formally tracked to reduce maverick spend

• Create and distribute standard, blanket and custom POs via Portal and Direct Integration

• Collaborate electronically with Suppliers on POs

• Consolidate multiple purchase requisitions into a single PO

• Manage and track change POs based on data type changed- minor or major

• Flag items ordered such as Assets and Tools based on category and value for asset accounting

• Quickly integrate with ERPs for master data using our native, configurable Integration Toolbox

Receipts

By making goods receipts and services deliverables part of the P2P process, re-entry of data is minimized

• Suppliers can note shipments in advance (or ask permission to ship)

• Buyers are notified by workflow to manage receiving exceptions or approve the Advanced Ship Notice into a receipt

• Leverage single, multiple, partial or mass receipts

• Create and manage Returns leveraging data from Receipts

• Services provided can be received as deliverables or time sheets and can be approved and paid

Invoices & Payments

Capture electronic invoices, 2 or 3-way match, issue OK to Pay, speed billing to end customers for costs

• Pre-initialize or capture e-invoices (e.g. PO Flip, Receipt Flip, Scan, Direct Integration); alert suppliers on non-
compliance

• Reconcile against orders and receipts; exception approval workflow on price, quantity mismatch and tolerance levels

• Support multiple payment terms like Advance, Milestone, Receipt or Deliverable, Time-based

• Apply advanced payment savings and managed discount percentages on invoices

• Generate accounts payable entries and give suppliers self-service visibility on payment status, schedules

• Support multiple payment types including Check, P-Card, Ghost-Card, Wire Transfers, ACH

• Automate and speed-up collaboration on all documents using the intuitive Supplier Portal
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Optional P2P Components

Budget Tracking

Track actual and planned spend commits vs. budgets managed online or imported from financial system

• Budgets by month or fiscal year, cost center, GL account, category, organization and project; send budget
encumbrance back to ERP(s)

• Conduct budget line spend analysis based on progress (budgeted, negotiation, contracted, invoiced)

Invoice Data Capture

Supplier invoice submission and loading, auto OCR, create and validate data from PDF invoices; use supplier self-service
and machine learning for invoice data completion

• Invoice loading by suppliers, automatic OCR and invoice creation and validation, buyer and supplier workflow and
Ivalua Suite integration in HTML UI

• Notifies Suppliers via email to validate specific fields and provide missing information; uses self-learning system to
automatically enhance future data validation and completion

• Suppliers or buyer can review PDF scan side-by-side with auto-created Invoice

Dynamic Discounting

Leverage quickly reconciled invoices for early-payment discounting

• Present options for early payment discounting to suppliers with reconciled invoices

• Manage maximum cash available per day for early payments

• Allow suppliers to create default early payment plans

Accruals

Book accruals amounts, generate accounting journal entries and send them to the GL in the accounting system

• Generate accruals and prepaid expenses

• Report on accruals for invoices not fully received, receipts not fully invoiced and invoices not fully paid

• Calculate end-of-period accrual amounts with detailed backup information

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The Ivalua Difference:

• Single Code-base - powers our single P2P solution for goods,
services, tools, travel.
Customers
• “Any Source PR” - Initiate or capture Requests from contract, catalog,
Punch Out, Free Form, tooling, project, inventory or MRP system,
travel request

• Direct materials, MRO and Tools support - catalogs, importing

MRP/ MRO demand signals, stock checks, MRP exceptions
management (spot availability checks), Portal collaboration

• “Nothing is Impossible” Workflow - route requisitions for approval

based on type, category, cost center, value, department, project and Faster revenue recognition,
any complex and conditional combination thereof
improved supplier compliance
• No Supplier Transaction Fees - no network enrollment contracts
required from your suppliers

• Powerful Cross-Catalog Search - Real Time Web-Service, Level 1.5

PunchOut, Level 2 PunchOut, Flat Files (CIF, CSV, XML, REST, EDI 832,
inventory integration

• Rich Product Attributes - Proactive compliance with Preferred,

Promotional, Volume Discount items
Single Global P2P system
• Deep Temp Labor Features - Candidate evaluation, on-boarding, for all Spend
time-sheet, invoicing and profiles

• Support complex cost allocations - invoices requiring 9+ separate

data elements for allocation of a line item, allocation black-lists based
on a combination of variables like cost center and GL code

• Meet complex regulatory needs - e.g. make substitutions on

a multiple-item purchase order, while keeping an auditable trail
of substitutions made within the workflow and complete without
Sophisticated Supplier
restarting Collaboration and Connectivity

• Rapid Supplier Onboarding - at-least 8 Connectivity Options: PO

Flip, Direct Integration, Email, Auto File Transfer, Invoice Data Capture,
Mobile Scan, Manual Flat File, User Entry

• Agile Integration - native, configurable, single toolbox for ETL, Query,

EAI, Web Services; download Connectors from Add On Store
45,000 Users

Next Steps
Start buying everything you need in a single solution
today.
Single Procure-to-Order system
Contact Ivalua +1-866-795-8982 or info@ivalua.com
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The Ivalua Solution

Ivalua’s comprehensive solution consists of the following:

• The Ivalua Suite provides a comprehensive, modular, source-to-pay suite for 100% of your spend on a single natively
integrated code base. It provides a deep foundation for procurement excellence

• The Ivalua Platform provides the core set of technical components such as integration toolbox, workflow, portal,
administration console, reporting, mobile interface and user management

• The Ivalua Cloud provides the NextGen Cloud Factory environment to securely access the Ivalua Suite, visualize update
impact, control update timing, scale configurations with full reversibility

• The Ivalua Open Network provides connectivity to an ecosystem of suppliers, buyers and 3rd party partners. You can
rapidly onboard, connect and collaborate with suppliers without any supplier fees

Supplier Strategic Contracts Purchasing

Management Sourcing & Catalogs Procurement Invoicing Intelligence

About Ivalua
Located in the heart of the Silicon Valley, Ivalua is the leading provider of Spend Management Cloud Solutions and
recognized by top Analysts as a global market leader.

Our success is reflected in a 98% renewal rate within an active and engaged community of 250 customers across 70
countries achieving high performance empowered with the Ivalua Solution.

Our customers realize huge and rapid savings by improving visibility, streamlining and standardizing processes and
increasing Procurement and Finance productivity. But the overall value from Ivalua goes far beyond immediate savings:
Procurement teams actively contribute to accelerate innovation, enable company growth, mitigate risks and increase
compliance. Ivalua is committed to building sustainable business partnerships with its customers and actively supporting
them in their journey towards business excellence.

Value Beyond Savings

USA | France | UK | Canada | Germany | Poland | Italy | Brazil

Australia | India | Singapore | Philippines | UAE | Malyasia
+1 (650) 815-7201 info@ivalua.com
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