Digital Oilfield Purchases in RigER

Being able to track and manage all your purchases, have a full purchase history and generate reports based on that information is very important, that is why it was a “must” for us to have all processes related to standard purchasing needs implemented in RigER.

As a result, today RigER includes an intuitive and powerful Purchase Module, which allows to not only cover most aspects involved in purchasing but also to keep track of all the vendors, purchased inventory, documents involved in each purchase and maintain the history of all those actions.

It can be said that the Purchases Module operates using the “standard” purchase mechanism that we all are used to and adds some more on top of it to make the process more user friendly and save time.

The basic (standard) documents that are involved in the purchasing cycle are as follows:

Purchase Order – the document that initiates the purchasing process in RigER by indicating the types/names of items to be purchased, as well as other details (quantity, price, etc.). It acts as a means of control over purchases from external suppliers.
Purchase Invoice – this is the document that replicates the real-life purchase invoice provided by the vendor. It can be (and usually is) exported to accounting systems (such as Quick Books)
Bill of Lading – the document which is responsible for bringing everything into inventory. It basically adds everything to the database and closes the purchasing cycle.

These documents are interdependent and usually generated one from within another.

Besides these three main documents, there are other documents and tools that expand the capabilities of standard purchasing logic, such as:

Expense Claim – a document that allows to define and track additional field expenses associated with the particular job and if needed, convert them into a service ticket and future invoice.
PO Request – a document used by field personnel to request a Purchase Order (and approval) while in the field – using RigER Purchases mobile app
Fast Purchase – an automation tool that allows users to perform the whole purchasing cycle from one window by providing necessary information and generating all three documents in the workflow by just one click
Charge Back – a specific action inside the Purchase Invoice document that allows to convert the incoming service to a client service, attach it to the job and invoice it with the markup amount already indicated.

The Purchases Module is also used to control all the Subrental Operations included in RigER. It is involved in Rework/Repair cycle with more advanced types of Purchase Order documents which are specifically designed for that purpose. The Purchases Module also enables users to generate many useful reports as it keeps track of all the actions and history of all documents about purchases.