Requests and awards are approved where finance approves
What moves
A submitted request or award opens an approval in Accounting that follows your matrix; the decision returns to Procurement. Accounting also sends its budgets, tax rates and exchange rates, so the budget check, VAT and foreign-currency comparison use your real figures.
Before you start
- Procurement and Accounting in your plan
- An approval matrix and budgets in Accounting (optional: without them a fallback approver and "budget not checked" apply)
Step by step
- RequesterProcurement & Tenders
Submits the purchase request.
You see:The budget is checked and the request waits for approval.
- SystemAccounting & E-Invoicing
Opens one approval for the request, once, even if sent again.
You see:The approver sees it in the approval inbox.
- Finance controllerAccounting & E-Invoicing
Approves or rejects.
You see:The decision is recorded.
- SystemProcurement & Tenders
Marks the request approved or rejected.
You see:The buyer finds it under Approved, to source, or the requester sees the reason.
Related
- Accounting & E-Invoicing
- Procurement & Tenders
- Sales taxes come from Accounting's tax list
- Scanned bills and receipts become drafts
- Scanned invoices and charts become records you review
- A vendor bill is approved before it is paid
- An auditor exports e-invoices and an accountant retries a failure
- Connections between modules