Procurement

Purchase requests, purchase orders, vendor onboarding, budgets and matching.

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Procurement takes a need ("we need 40 laptops") through request, approval, order, receipt and bill — with the budget checked at each step and the vendor's invoice matched against what was ordered and received before it's paid.

Flow

  1. Purchase request (PR) — anyone with the role raises one; it's checked against budget and routed for approval.
  2. Purchase order (PO) — created from an approved PR (or directly, if allowed) and sent to the vendor.
  3. Goods receipt — what actually arrived, recorded against the PO.
  4. Vendor bill — matched three ways (PO, receipt, bill) and queued for payment.

Topics

What an AP Manager can do with an expense

Approve, reject, send back, edit or reassign an expense from the AP Manager's queue.

Create a purchase request and generate a purchase order

Raise a purchase requisition, get it approved, and turn it into a purchase order for the vendor.

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FlowTopics