Synerquate Enterprise Operating Platform
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Finance v1.1 production validated Controlled posting — no surprise GL Customer & supplier portals WPS-ready HR & payroll Document control on Azure Department-based licensing Finance v1.1 production validated Controlled posting — no surprise GL Customer & supplier portals WPS-ready HR & payroll Document control on Azure Department-based licensing
Commercial Workflows

Two master chains — receivables and payables — fully connected.

Synerquate separates customer revenue control from vendor procurement control while keeping finance, documents, and reports aligned at every step.

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Master chains

Customer receivables and vendor payables — fully connected, fully auditable.

Every step carries documents, approvals, and finance visibility. No handoffs lost in email or spreadsheets.

Customer / Receivables

From customer and contract to payment application, invoice, receipt, and customer SOA.

  1. 01
    Customer

    Create customer master, contacts, commercial profile, and SOA opening rules.

  2. 02
    Project

    Open the project workspace and assign departments, managers, engineering, and document control.

  3. 03
    Contract

    Capture contract scope, value, dates, retention, advance, tax, and payment terms.

  4. 04
    Contract BOQ

    Load BOQ items, quantities, rates, cost codes, budgets, and measurement rules.

  5. 05
    MIR / WIR

    Record engineering and quality inspections that support measured work.

  6. 06
    Measurement

    Prepare quantity surveying measurements against approved BOQ and site progress.

  7. 07
    Proforma / Submission

    Create payment application submission with backup documents.

  8. 08
    Payment Certificate

    Review, certify, and track approved claim value.

  9. 09
    Tax / Commercial Invoice

    Issue invoice against certified value and tax rules.

  10. 10
    Payment & Receipt

    Allocate receipt, update customer SOA, and close finance status.

  11. 11
    Report

    Review project, contract, payment, SOA, and management reports.

Vendor / Payables

From BOQ-driven purchase request to RFQ, PO, delivery, bill certification, payment, and supplier SOA.

PR RFQ Compare PO GRN Bill Payment SOA
  1. 01
    Purchase Request

    Raise PR from contract BOQ demand, project requirement, stock shortage, service request, or subcontract scope.

  2. 02
    Budget & Approval Check

    Validate cost code, available budget, approval authority, required date, and procurement category before sourcing.

  3. 03
    RFQ Requirement

    Check whether an approved quotation already exists; if not, prepare RFQ scope, quantities, terms, and supplier list.

  4. 04
    RFQ Issue

    Send RFQ to approved suppliers, vendors, or subcontractors with required documents, delivery terms, and response deadline.

  5. 05
    Supplier Quotations

    Receive quotations, attachments, validity, payment terms, exclusions, and delivery commitments.

  6. 06
    Technical & Commercial Comparison

    Compare compliance, scope, price, delivery, warranty, payment terms, history, and supplier performance.

  7. 07
    Negotiation & Final Offer

    Negotiate price, terms, delivery, and scope, then lock the selected supplier or subcontractor offer.

  8. 08
    Purchase Order

    Issue PO with approved supplier, BOQ/cost-code reference, quantities, rates, taxes, delivery terms, and approval trail.

  9. 09
    PO Acknowledgement

    Capture supplier acknowledgement, confirmed delivery date, accepted terms, and commitment status.

  10. 10
    Delivery / GRN

    Record delivery note, received quantity, stores confirmation, engineering acceptance, and quality status.

  11. 11
    Supplier Bill / Proforma

    Receive supplier bill or proforma and match it against PO, delivery/GRN, agreed rates, tax, and retention rules.

  12. 12
    Payable Certificate

    Certify payable value for supplier or subcontractor after matching quantity, scope, approval, and supporting documents.

  13. 13
    Bill Approval

    Approve certified bill for finance posting, liability recognition, due date, and payment scheduling.

  14. 14
    Payment Release

    Issue payment based on approved bill, payment terms, due date, bank details, and authorization workflow.

  15. 15
    Supplier SOA & Reports

    Update supplier SOA, outstanding liability, payment history, project cost, procurement status, and management reports.

Rollout guidance

How teams phase these workflows into production.

Start from master data

Customer, supplier, project, contract, BOQ, cost codes, and department access must be clean before transactions begin.

Move only with evidence

Each step should carry approvals, attachments, dates, values, and responsible department ownership.

Close through finance

Both sides end in SOA, invoice/payment status, and reports so management can see the full chain.

How rollout works

From first demo to governed operations in three clear phases.

No rip-and-replace drama — map your model, phase your modules, then run with evidence at every step.

01

Map your operating model

Pick industries, departments, and modules that match how your teams already work — commercial, procurement, finance, HR, and documents.

02

Roll out in governed phases

Start with high-impact workflows — BOQ, certificates, RFQ, or receivables — then extend into finance posting, banking, and intelligence.

03

Control with evidence

Every approval, certificate, invoice, and payment carries audit trail, documents, and SOA visibility your leadership can trust.

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Next step

Ready to map Synerquate to your departments and rollout plan?

Request package details, a guided demo, or an enterprise implementation conversation.

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