Align
Manage customer orders, invoices, supplier orders, and project costs in Salesforce.
EASI SAPaid
Budgeting and Purchasing
by Salesforce LabsSalesforceFree
Track budgets, requisitions, purchase orders, approvals, contracts, and invoices in Salesforce Platform.
PRICINGFree
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Budgeting and Purchasing tracks spending from purchase requisition through purchase order creation and invoice payment. It compares expenditures to budgeted funds and shows spending by department. Purchase orders can be associated with cost centers, approvals, vendor contracts, and invoices. The listing also describes trending and forecasting for future budgets.
Key capabilities
from the Salesforce AppExchange listingPurchase requisition tracking
Manages purchase requisitions as they become purchase orders.
Cost center association
Associates purchase orders with their respective cost centers.
Purchase document linking
Connects purchase orders with approvals, vendor contracts, and invoices.
Budget expenditure tracking
Tracks expenditures to date against budgeted funds.
Department spending comparison
Compares spending by department.
Spending trends and forecasts
Provides trending and forecasting capabilities for budgeting.
Use cases
- Follow a purchase from requisition through purchase order creation and invoice payment.
- Prioritize expenditures while preparing future budgets.
How it compares
Budgeting and Purchasing covers requisitions, purchase orders, approvals, vendor contracts, and invoices in Salesforce Platform. Align covers customer orders, invoices, supplier invoices, and project-level cost management for operations teams. Both are listed as cloud products, while Budgeting and Purchasing is free and Align is paid.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| Align | Paid | Cloud |
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«Get the big picture of where your organization is spending its money with Budgeting and Purchasing. You’ll be able to drill down to track the details of each purchase you make, from the moment a purchase order is created until the invoice associated with it is paid. You can easily track expenditures to date against …»