These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Procurement
- Implementation
How a Procurement rollout works
Start with the departments and purchase types that will benefit first. Configuration, migration and connection testing establish the application for your organization; scope and readiness determine the rollout schedule. Use the product previews and documented workflows to agree what your team needs before setting a launch date.
Agree the purchasing policy
Map departments, cost centers, categories and named approval owners. Define contract and competition requirements, Buyer limits, price exceptions, cumulative amendment rules and agreement ceilings. Decide where each type of purchase is received and who owns the resulting inventory movement.
Configure access and master data
Set up roles, identities, sequences, approval rules and supplier qualification checks. Resolve circular user and department references in a staging import before activating the records. Load suppliers, items, agreements and rates with traceable source identifiers.
Connect finance and receiving
Verify order revisions, receipts, amendments and returned match exceptions in a test environment. Exercise duplicate delivery and recovery after interruption. Confirm that only the agreed system posts inventory and that the budgeting feed reflects the same commitment.
Rehearse everyday and exception paths
Run a request through approval, sourcing, order issue and delivery. Include a standalone RFQ, a split conversion, an exhausted agreement, repeated small amendments, a price exception, an absent approver and a partial delivery. Test a supplier being suspended or blocked while work is open.
Reconcile open work
Load the approved migration baseline with posting and outbound triggers disabled. Reconcile original orders, amendments, accepted receipts, returns and remaining commitment. Verify historical approval evidence; work without valid authority returns for review. Agree where in-flight invoices will continue to be matched.
Launch the first department
Enable connections from agreed checkpoints after the process owner and finance reviewer accept the rehearsal and reconciled opening position. Assign support owners and a recovery plan before switching new purchasing into the application.
Extend with evidence
Review approval delays, exceptions and supplier delivery before adding departments or integrations. Version policy changes and test them against representative purchases so existing decisions keep their history.
What the customer provides
A purchasing process owner, a finance contact, approval-policy decisions, supplier and agreement extracts, open-order history, integration owners and time from each role for rehearsal. The team also identifies contract-specific qualification and reporting requirements and supplies the evidence needed to configure them.
Changing it afterwards
Use Proto to prepare changes on a branch for review. Test the effect on permissions, approval routing, reports and open documents before releasing the change. Model usage and managed execution follow the pricing contract; implementation and ongoing support are agreed separately.
Set up Procurement your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.