Custom Fields
The Hyperbots PR/PO Co-Pilot's Custom Fields feature allows organizations to add and configure company-specific fields alongside standard ones.
Key Features
Addition of custom fields
Users can easily add company-specific custom fields to Purchase Requisitions (PRs) and Purchase Orders (POs) alongside standard predefined fields, ensuring all unique procurement information is captured.
Flexible field configuration
Custom fields can be configured to suit different business needs, allowing organizations to tailor PR and PO forms to their specific requirements without altering the standard fields.
Rule-based field treatment
Users can define rules for each custom field, specifying whether the field should be manually filled by users, automatically populated based on metadata, or sourced directly from ERP data, ensuring consistency and accuracy.
Automated data population
Custom fields can be auto-filled using metadata or integrated ERP system data, reducing manual entry efforts and minimizing the risk of errors in data entry.
Manual input options
Certain custom fields can be designated for manual input, giving users the flexibility to enter information that cannot be automatically sourced, ensuring comprehensive data capture.
Seamless ERP integration
The co-pilot integrates with existing ERP systems to pull relevant data into custom fields, ensuring that procurement processes are aligned with the organization's financial and operational data streams.
80%
PO creation & dispatch time
Converts approved PR into PO automatically based on the company's templates. It can send POs automatically to vendors based on configurations.
5min
PR creation time
Co-pilot auto-fills most of the complex forms in ERPs and procurement systems by reducing the effort to 5 minutes
Auditability
Human Errors
Approvals
PO Closing & Other KPIs
VALUE PROPOSITION
Why Hyperbots Procurement
Co-Pilot?
Hyperbots PR/PO Co-pilot automates purchase requisition and order processes, including PR creation, approval workflows, and PO dispatch, ensuring efficiency, compliance, and seamless integration with ERP systems.
Before and After Hyperbots PR/PO Co-Pilot
FAQs: Custom Fields
What custom fields can you add in the PR/PO Co-Pilot?
How can custom fields be configured for manual or automatic filling?
How do rules work for custom fields in the PR/PO Co-Pilot?
Can custom fields be integrated with ERP data?
What are the benefits of using custom fields in the PR/PO Co-Pilot?
Why Hyperbots Agentic AI Platform?
Finance specific
Best-in-class accuracy
Synthesis of unstructured and strutured finance data
Pre-trained agents with state of the art models
Company specific inference time learning
Ready to take the next steps?
Book a demo with one of our Financial Technology Consultants to get started!