Maverick Spend
POLineItems with OffContract set, and lines that needed PriceOverrideApproved, grouped by Supplier, Buyer and the recorded OffContractReason or PriceOverrideReason; where the policy is being routed around and why.
Supplier onboarding
Verify supplier identity, terms and qualifications before purchasing, then apply clear controls when status changes.
6 stages · 2 approvals
Roles and responsibilities
-
Step 3Terms and qualifications
SupplierCert TypeCert NumberIssuing BodyAS9100
-
Step 5Maintain
SupplierCert TypeCert NumberIssuing BodyAS9100
-
Step 6Suspend or block
PONumberSupplierOrder DateTotal Amount
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Request
Buyer or Requester asks for a supplier that is not in the catalog. Procurement Manager or Admin checks for an existing legal identity and creates the Onboarding record when needed. Name and EIN evidence support duplicate review; a subsidiary can link to its parent. Asking for a supplier does not itself make that supplier eligible to order from.
Verify
Procurement Manager checks legal identity, EIN, addresses and accounts payable's W-9 status. Restricted identity fields remain visible only to authorised roles. Missing information stays unresolved while the responsible team obtains evidence. Accounts-payable and vendor-management checks belong to those connected processes rather than an assumed approval from this record alone.
Terms and qualifications
Procurement Manager reviews payment terms, FOB point, freight terms, contacts and the category's required qualification evidence. Certificates, registrations, assessments and attestations retain their issuer, reference, dates, document and scope. Supplier-submitted material remains Pending until verified. Reviewed evidence supports only the requirement and activity it covers; it does not establish general regulatory compliance.
Approval required
Activate
Procurement Manager or Admin approves activation after the required evidence is complete. Active suppliers can be considered on new requisitions, RFQs and orders subject to current qualification and category controls. The decision records the person and reason. A later change in eligibility must be checked again before new commitment or issuance.
Maintain
Supplier updates its own contacts and submits updated qualification evidence through configured access. Procurement Manager verifies the new evidence before it counts. Supplier Certifications Expiring shows upcoming renewals; expiry or revocation removes that evidence's eligibility. Existing order treatment follows the applicable supplier and category holds, with original evidence retained for review.
Approval required
Suspend or block
Procurement Manager or Admin records the status change and reason. Suspended prevents new or increased commitments while prior issued orders may finish. Blocked stops issuance and fulfilment posting; arrivals stay disputed with evidence. Reductions, cancellations and returns remain available to resolve obligations. The configured status handoff informs accounts payable, which separately controls payment holds.
Approvals and exception handling
2 approvals required in this process
-
Activate
Procurement Manager or Admin signs · maintain waits
Suppliers -
Suspend or block
Procurement Manager or Admin signs · closes the process
Suppliers, PurchaseOrders, Receipts, ProcurementEvents, IntegrationDeliveries - Avoid duplicate identityReview name and EIN matches before creation. A repeated request should not create a second supplier for the same legal entity.
- Verify submitted evidenceSupplier upload alone cannot establish qualification. Retain the verifier, dates and supporting document.
- Check category eligibilityActive supplier status does not replace the required current qualification evidence for a particular purchase.
- Keep status effects preciseSuspension permits prior issued fulfilment; blocking requires a recorded arrival hold. Neither allows increased commitment.
- Preserve downstream authorityDelivery of a supplier-status event is tracked separately. It does not prove accounts payable applied a payment hold or authorise a payment here.
When the process needs attention
-
duplicate
Request
Name and EIN evidence support duplicate review; a subsidiary can link to its parent.
-
hold
Maintain
Existing order treatment follows the applicable supplier and category holds, with original evidence retained for review.
-
exception
Suspend or block
Blocked stops issuance and fulfilment posting; arrivals stay disputed with evidence.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Request | SuppliersSupplierContacts | reviewed new identity created in Onboarding |
| 2 Verify | Suppliers | identity and accounts-payable evidence reviewed |
| 3 Terms and qualifications | SuppliersSupplierCertificationsSupplierContacts | terms retained and qualification evidence verified |
| 4 Activate | Suppliers | approved Active status enables eligible new purchasing |
| 5 Maintain | SupplierContactsSupplierCertifications | submitted updates await required verification |
| 6 Suspend or block | SuppliersPurchaseOrdersReceiptsProcurementEventsIntegrationDeliveries | status-specific purchasing and fulfilment holds recorded |
Process reports
All reportsSpend by Category
Committed and received spend rolled up the Categories tree by Department and period, drilling to Supplier and PO, with OffContract lines flagged per category.
Spend by Supplier
Spend per Suppliers by Category and period with share of total, year-on-year change and the share tied to a ContractRates or MasterAgreements row.
Run by an agent
Agent support
Required approvals, supplier awards, price exceptions and supplier-status decisions stay with their designated people. An agent cannot expand a spend approval, bypass a matrix step or turn an RFQ award into authority to order. Configure any permitted automated transition explicitly and retain the policy and source revision that justified it. Acting through an agent never removes a conflict of duties or a pricing restriction.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› supplier onboarding · request on Suppliers, SupplierContacts
✓ Buyer or Requester asks for a supplier that is not in the catalog.
› supplier onboarding · verify on Suppliers
✓ Procurement Manager checks legal identity, EIN, addresses and accounts payable's W-9 status.
› supplier onboarding · terms and qualifications on Suppliers, SupplierCertifications, SupplierContacts
✓ Procurement Manager reviews payment terms, FOB point, freight terms, contacts and the category's required qualification evidence.
› supplier onboarding · activate on Suppliers
⏸ approval · waiting for the procurement manager or admin
# 2 more stages after approval: maintain, suspend or block
Other processes
4 moreRequisition to receipt
Connect purchase requests, recorded spending authority and accepted deliveries through to the invoice-matching handoff.
6 stages · 2 approvals
Competitive sourcing
Compare eligible suppliers on a frozen scope and carry the chosen offer into an independently authorised purchase order.
6 stages · 2 approvals
Change orders
Review the full effect of order changes, preserve cumulative spending authority and keep suppliers on the approved revision.
6 stages · 1 approval
Blanket releases
Order within an approved agreement while keeping its term, pricing, remaining capacity and delivery obligations reconciled.
6 stages · 2 approvals