ccmMercury SOS - Procurement

The ccmMercury SOS installer will load your out-of-the-box procurement database, allowing you to quickly begin managing your purchasing.

The procurement database has been developed using WorkDynamics' years of experience in configuring solutions for our clients.

It comes complete with:

  • screens to track core information about your purchases,
  • the contact information for each supplier and other people related to the item,
  • any comments you care to write to the file,
  • all the associated tasks,
  • and any electronic documents or web links you'd like to associate.

We've defined pick lists for many of the data entry fields, filled with commonly used data types, and we've created three out-of-the box roles complete with standard rights and priviledges to allow you to get started right away.

The following briefly walks you through the procurement data entry screens.

Core ccmMercury Screen (top-left)

The core information screen contains information that is generally entered only once, unless small changes are required. It contains various fields, including Requisition and Purchase Order information, costs, delivery information, etc.

All supplemental information, such as contacts, comments, information on who is working on the file, and all of the versions of the attached documents are visible in the tree view, on the right side of the ccmMercury screen.


( Click here for a full-size version of the main screen.)

ccmMercury External Contact Screen (1st in tree, details at bottom left)

The Contact screen contains one or several people who are associated with the file. This would normally be your suppliers.

Once a contact has been added to the ccmMercury database, it is possible to reselect the person then next time they call in, reducing data entry time and ensuring data is consistent.


( Click here for a full-size version of the external contact screen.)

ccmMercury Internal Contact Screen (2nd in tree, details at bottom left)

The Contact screen contains one or several people who are associated with the file. This would normally be your coworkers.

Once a contact has been added to the ccmMercury database, it is possible to reselect people the next time you need to link them to a record, reducing data entry time and ensuring data is consistent.


( Click here for a full-size version of the internal contact screen.)

ccmMercury Comment Screen (3rd in tree, details at bottom left)

The Comments screen displays some basic information about each comment that has been written relating to the record. Depending on their rights, users can add as many comments as they desire to a record, typing manually, or copying and pasting text from elsewhere.


( Click here for a full-size version of the comment screen.)

ccmMercury Routing Screen (4th in tree, details at bottom left)

The Routing screen is very important to any ccmMercury database. The routings listed under this section of the tree show who is working on the file now, who has worked on it in the past, and depending on your setup, can also show you who is next scheduled to work. The routing symbols beside each entry let you know not only whether the task is completed or not, but also whether it is on time, late, or even if a task was completed early.

It is possible to set up automatic e-mail notifications to let your users know when a new task is assigned to them.

Users can add comments tied to the Routing entries as required.


( Click here for a full-size version of the routing screen.)

ccmMercury Attachment Screen (5th in tree, details at bottom left)

The Attachments screen displays some basic information about each file that has been tied to the question record. Attachments are stored on your network via ccmMercury. Note that with the full version of ccmMercury you can attach references to files stored in the DM document management system.


( Click here for a full-size version of the attachment screen.)

ccmMercury Web Link Screen (6th in tree, details at bottom left)

The Web Link screen displays some basic information about each URL reference that has been tied to the question record. URL links allow you to quickly launch the associated web site.


( Click here for a full-size version of the web links screen.)

Further Assistance

Should you be interested in a demo of ccmMercury, or if you have any questions or comments, please do not hesitate to call us at 613-254-9125 or toll-free, at 1-800-668-2662.

Note that WorkDynamics strongly recommends that your users take an introductory ccmMercury course.

If in the future you'd like to further configure your database or create others, consider upgrading to full ccmMercury and training a System Administrator who will be able to maintain your system and make modifications to your setup. In this case, for even more customization, a WorkDynamics analyst can work with you to refine your out-of-the-box database, or to build others.

Other ccmMercury Small Office Solutions Available

  • Asset Management:
    Maintain a knowledge base for your staff, allowing them quick and easy access to important information on your company's important inventory.

  • Client Relations:
    Manage all of the paperwork, e-mails and phone calls relating to your clients. Keep on top of dates for upcoming meetings and important deadlines.

  • Correspondence:
    Manage responses to the influx of letters and e-mails that you receive. Tie together the incoming document or e-mail, the response and all work done to prepare it!

  • Customer Support:
    Track phone and e-mail requests for assistance, keeping on top of outstanding issues and reporting on resolution times.

Case Studies

See how other customers have used ccmMercury applications handle their paperless workflow tracking challenges.