A purchase order goes through a multi-step approval chain
Who is involved
| Role | What they do |
|---|---|
| Buyer | Raises the order and sends it after final approval. |
| Inventory manager | Signs the first step of the chain. |
| Finance controller | Signs the last step for large amounts. |
Step by step
- Buyer
Creates a large purchase order for a new supplier.
What they see:A Draft order with its total.
- Inventory manager
Presses Approve on the order.
What they see:A message that the order was sent to the approval chain and is waiting for the next approver by name; the chip on the order shows the same. The order stays Draft.
- Finance controller
Opens the same order and presses Approve.
What they see:The chain completes and the order becomes Approved.
- Buyer
Presses Send to supplier.
What they see:The order is Sent and ready to receive against.
Who is told what
The order's approval chip names the person it is waiting for. Someone who is not on the current step is told they are not on the chain's current step. Who signs which step comes from your approval rule for purchase orders in Accounting; the people above are an example of a two-step rule.
Related
- Inventory, Purchasing & Warehousing
- Accounting & E-Invoicing
- A stock count is entered on the floor and posted by the manager
- A stock entry that could not post is fixed by accounting
- A storekeeper issues materials and the site manager sees the job's cost
- Rented items leave the shelf count, not your books
- Stock and purchasing feed the stock report
- Team workflows