SharePoint Purchase Requisition Portal For E-commerce

Technology Used

Visual Studio 2012, C#.NET, SharePoint 2013 Server Enterprise, Microsoft SQL Server 2008, Client-Side Object Model with Workflows, OData Services for Microsoft Dynamics NAV Integration

Customer Profile

A leading online retailer for kids’ and teenagers. The company has an online ecommerce platform that integrates all the 10 brands and provides unified shopping experience to customers.

Customer Situation

  • Had recently upgraded their Intranet portal from SharePoint 2010 Standard to SharePoint 2013 Enterprise
  • Employees had been using paper-based requisition forms which had been going through manual approval process
  • Finance team intended to bring in e-forms and automate the approval through an effective workflow to integrate with the ERP system (Microsoft Dynamics NAV 2013) for raising purchase orders

Congruent's Solution

  • Built purchase requisition forms (custom ASPX pages) embedding the re-usable web part components
  • Master data (Vendor information) from the ERP system was being synchronized with the SharePoint portal at regular intervals using RESTful services
  • Request forms once submitted, went through a custom workflow process built using State-Machine workflow
  • Workflow, when completed, initiated the Purchase Order creation process using Microsoft Dynamics NAV’s Code Units which are exposed as web services
  • Purchase orders, thus created, were attached to the Purchase Requisitions in the portal
  • Purchase requisition data in the form of SharePoint request link was tagged to the Purchase Order in Microsoft Dynamics NAV system for correlation


  • Going green with paper-less requisitions and approval process
  • Avoid human errors by mapping exact accounting information with the requests
  • Effective tracking of request and approval process
  • Proper information flow between the request forms and ERP systems
  • Speedy approval cycles
  • Increased user traffic to Intranet portal
  • Elasticity within the workflow process to accommodate changes

Congruent's Key Challenges

  • Custom workflow routing option based on different business-specification parameters
  • Security hardening and lookup filters for purchase requisitions
  • Flexible form design to accommodate business process changes

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