Raley Procurement for Jira & JSM app

Overview

Raley Procurement for Jira & JSM brings intake-to-procure experience into Jira and JSM — so your business team can create purchase requests, run the approvals, generate purchase orders, track deliveries and much more without switching tools.

How It Works

Our app is an Atlassian Forge cloud app, which lives next to your host product (Jira or JSM) and extends your work-item experience by serving a separate screen (IFrame), to capture, validate and run procurement-related process which is based on a Jira or a JSM ticket.

Your team in Jira / JSM (submits procurement request as a work-item)
       ↓
Raley Procurement app (handles data intake, calculations, approvals routing, po-generation etc)
       ↓
Raley AppServer remotes (handles complex data processing)
       ↓
Jira/JSM: procurement workflow, user management, supplementary data intake.

What this means in practice:

The app works with both: JSM and Jira
Purchase request data is stored in Jira/JSM work-item as well as in Raley (line-item level data)
All communication between the app and Atlassian uses SSL and FIT/JWT token authentication
A purchase request is represented by a single work-item with your own custom workflow.
On approval of purchase request it becomes a purchase order with PDF which stays in the same work-item
Deliveries are tracked within the same work-item
No user-private data is collected
Data is retained for 60 days after uninstall, then permanently deleted

For the full data and privacy breakdown, see Data Security and Privacy.

What You Can Configure

Suppliers & Products

Add and manage your supplier database
Import products in bulk via CSV upload
Set up product catalogs with pricing and tax rules

Financials

Configure multi-currency support
Define tax rules for different regions or categories
Apply discounts at the order or line level
Clear hand off to ERP after granting approval

Order Customization

Add custom fields to order lines
Configure contact persons and delivery addresses per order
Set up approval workflows for purchase requests

Integrations

Connect via API for external system integration

Getting Started

Install Raley Procurement for Jira & JSM from the Atlassian Marketplace
Set up your approval workflow in Jira
Configure your suppliers and product catalog
Create your first purchase order

Support

Service Portal: inversionpoint.atlassian.net/servicedesk
Email: help@raleyapps.com

Explore Other RaleyApps

Raley Emails Notifications

Send customized emails and Slack notifications from Jira and JSM.

Raley Intake Forms

Create powerful intake forms directly inside Jira and JSM.

Raley Bookman

Asset booking management inside the JSM portal.

Raley Favorites

Save and quickly access your most important Jira issues.

Browse all RaleyApps on the Atlassian Marketplace →

Welcome

Raley Emails Notifications

Raley Intake Forms