From a request to a purchase order
Who is involved
| Role | What they do |
|---|---|
| Requester | Raises the request. |
| Procurement manager | Approves the request. |
| Buyer | Runs the quotation and prepares the award. |
| Finance controller | Approves the award. |
Step by step
- Requester
Raises a purchase request with its lines and submits it.
What they see:The budget is checked and the request waits for approval.
- Procurement manager
Approves it.
What they see:The request reads Approved, to source in the buyer's list.
- Buyer
Creates a quotation from the lines, invites suppliers and publishes.
What they see:Invitees are e-mailed; the request shows it is being sourced.
- Buyer
Prepares the award from the ranking and submits it.
What they see:The award waits for approval.
- Finance controller
Approves the award.
What they see:The award is approved.
- Buyer
Creates the purchase orders.
What they see:Each order appears in Inventory and its number returns to the award.
Who is told what
The requester is told when the request is approved; bidders are e-mailed their results; approvers are asked in the approval inbox.
Related
- Procurement & Tenders
- Accounting & E-Invoicing
- Inventory, Purchasing & Warehousing
- Opening sealed bids together
- A new supplier is vetted and qualified
- A supplier answers an invitation
- Awards become purchase orders and receipts rate the supplier
- Invitations, addenda, results and reminders are sent for you
- Team workflows