Purchasing
Purchase Requisitions & PO Approvals
Guide requests, enforce policy-driven approval routing and create validated QAD purchase orders without re-keying.
View Purchasing
Use Cases
See What You Can Automate Across QAD
Explore specific business processes that can be automated with iApprove™ — from purchasing and supplier onboarding to Finance, Operations, Compliance, HR, Quality, Sales, Materials and more. Use Cases show the process-level possibilities; Workflow Areas organize proven groups of related applications. Both are built on the same iApprove™ platform.
- Data-Driven Routing
- Human-Controlled Approvals
- Real-Time QAD Execution
A representative workflow pattern
- Request or Business Event Form, email, document, QAD event or transaction
- Data + Rules Live QAD data, policy, roles, thresholds and context
- Route + Approve Right person, right context, governed decision
- Execute in QAD Create or update the validated transaction
The process can start almost anywhere. The controlled pattern stays consistent.
How This Page Fits
Use Cases and Workflow Areas are related — but they are not the same thing.
Workflow Areas are broader, proven application domains built on iApprove™. Use Cases are the specific business processes inside — or sometimes across — those areas. This page helps visitors start with the process they want to improve, then routes them to the most relevant Workflow Area, customer proof or platform detail.
Foundation
iApprove™ Platform
The configurable workflow and approval foundation for QAD-centered business processes.
Broader Application Domains
Workflow Areas
Proven groupings of related workflows that help visitors understand where common business-process needs fit.
Specific Business Processes
Use Cases
Individual processes such as PO approvals, supplier onboarding, GL journal entries, scrap authorization, sales order processing and more.
A use case does not have to belong neatly to one Workflow Area. Some processes span functions or cross multiple areas. The Workflow Areas help organize proven applications; they do not define the limits of iApprove™.
Start With the Process
You do not need to fit into a predefined product box.
If a process involves data, business rules, routing, approvals, governance or an action in QAD, it may be a candidate for iApprove™.
The named Workflow Areas group proven, high-value applications. Use Cases go one level deeper: they describe the specific process you want to improve. That process may sit within one Workflow Area, span several, or extend beyond the examples shown here.
A simple way to identify an iApprove™ use case
- Does work begin in email, spreadsheets, forms or disconnected systems? Structured Intake
- Should routing change based on QAD data, roles, policy or thresholds? Data-Driven Decisioning
- Do people need context before approving, rejecting or escalating? Human-Controlled Approvals
- Should the approved action create or update something in QAD? QAD Execution
If the answer is "yes" to even part of this pattern, there is usually a workflow worth exploring.
Explore Representative Use Cases
One platform. Many ways to put it to work.
Browse examples by business function. Each use case can be configured around your QAD environment, business rules, approval paths and control requirements.
Purchasing
MRP-Driven Purchasing
Turn QAD MRP recommendations into controlled buying workflows with approvals, exceptions and real-time PO creation.
Explore the workflow
Supplier
Supplier Onboarding & Changes
Capture required data and documents, validate supplier information, route approvals and create or update approved QAD supplier records.
View Supplier Lifecycle Management
Accounts Payable
Invoice & AP Workflow
Support touchless PO approvals when invoices match, while routing exceptions and non-PO invoices for the right approval and coding.
View Invoice & AP Workflow
Finance
GL Journal Entry Approvals
Replace spreadsheet preparation, email approvals and manual QAD entry with guided, rules-based journal workflows and a complete history.
See the TrellisWare example
Finance
Customer Credit Authorizations
Route credit requests through controlled review, capture approvals and create the appropriate pending QAD transaction with traceability.
Explore Enterprise Workflow Automation
Finance
Payment & ACH Approvals
Apply policy-driven review, separation of duties and auditable authorization to sensitive payment processes tied to QAD data.
Explore Enterprise Workflow Automation
Operations
Scrap Authorization
Route scrap requests using live transaction context, thresholds and required approvers so decisions are controlled and fully auditable.
Explore Enterprise Workflow Automation
Sales
Sales Order Processing
Capture incoming order data, validate it against QAD, route exceptions for human review and create approved Sales Orders directly in QAD.
See the Rea Magnet Wire example
Materials
Material Management & Holds
Replace manual reports and disconnected approvals with validated, role-based workflows spanning ERP and manufacturing data.
Explore Enterprise Workflow Automation
Quality & Compliance
Quality & Compliance Workflows
Control exception reviews, documentation, approvals and corrective actions with traceability around QAD-centered processes.
Explore Enterprise Workflow Automation
Your Process
Other QAD-Centered Workflows
Finance, Operations, Compliance, HR, Quality, Sales, Materials and beyond — start with the process that matters most to your business.
See what else iApprove™ can support
These are examples, not limits.
The four named Workflow Areas and the use cases above show proven ways to apply iApprove™. The platform can extend to other QAD-centered business processes without turning every new workflow into a separate product.
Built on the iApprove™ Platform
Different processes. The same disciplined foundation.
What makes these use cases scalable is not a collection of one-off workflows. It is a common platform that applies the same control model across very different business processes.
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Workflow Orchestration
Coordinate people, steps, branches, escalations and handoffs across the complete process.
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Data-Driven Decisioning
Use live QAD and business data, roles, policies and thresholds to determine what happens next.
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Flexible Intake
Start from guided forms, email, documents, system events or transaction-driven requests.
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Human-Controlled Approvals
Put the right decision in front of the right person with the context required to act confidently.
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Governance & Auditability
Maintain traceability across requests, decisions, exceptions, supporting information and outcomes.
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QAD Execution
Create or update approved QAD transactions directly so the workflow ends in the system of record.
iApprove™ = the workflow and approval platform
iAssist™ can add analysis, context, recommendations, research and decision support — but AI is not required for the core routing, governance or approval process.
Real-Time QAD Integration
Built around QAD. Not around workarounds.
iApprove™ can read the data that should drive the process, route and govern the decision, and execute the approved result directly in QAD — without forcing users to manage the real workflow in email or spreadsheets.
- Use live QAD context to drive routing Roles, thresholds, transaction details and business rules determine the appropriate path.
- Keep people in control of decisions Approvers see the information they need, with exceptions and escalations handled intentionally.
- Execute approved actions in the system of record Create or update validated QAD transactions so the process does not end with another manual handoff.
System of Record
QAD
Live Data + Context
iApprove™ Workflow
Validated QAD Action
Human Decision + Controls
iAssist™ AI Layer
AI where it helps. Human control where it matters.
iAssist™ enhances iApprove™ workflows with analysis, context, recommendations, research and decision support — while the workflow, governance and approval model remain firmly controlled.
AI-Assisted. Human-Directed.
Intelligence can enter at different points in the process.
It can help interpret information before routing, add context during review, or support the decision — without becoming a requirement for basic approval automation.
- Analyze Emails, documents, attachments and business data.
- Summarize Bring the most relevant context forward for reviewers.
- Recommend Surface patterns, exceptions and decision support.
- Research Gather supporting information when the workflow calls for it.
Customer Proof
Different use cases. Real QAD environments.
A few examples show the range: supplier controls, financial approvals and operational automation — all built around real business processes tied to QAD.
Life Sciences
MiMedx
A connected procure-to-pay control framework spanning Supplier Lifecycle Management, Purchasing and Invoice & AP Workflow around QAD.
Read the Project SnapshotWireless Communications
TrellisWare® Technologies
Replaced spreadsheet preparation, email approvals and manual QAD EE entry with a secure, guided, rules-based GL Journal Entry workflow.
Read the Project SnapshotManufacturing
Rea Magnet Wire Company
Automated email-based customer orders with capture, real-time QAD validation, controlled routing, human review and direct Sales Order creation.
Read the Project Snapshot
Your Workflow May Be the Next Use Case
Have a process we haven't shown?
The examples above are starting points, not boundaries. Show us the QAD-centered process you want to improve and we'll show you how iApprove™ can support the routing, controls, approvals and QAD execution around it.
Start with your process. Build on one platform. Extend when you are ready.
