The Buyer starts from an approved request and chooses the appropriate purchasing route. A contract-backed call-off follows the agreement process. Competitive sourcing uses a quotation request and documented responses before the order approval. Keep the connection to the original need throughout the decision.
The Buyer reviews the approved need and selects direct order, quotation request or blanket release. Retain the conversion event and generated purchasing reference so a later retry can be reconciled to the same business action.
For competitive purchasing, the Buyer issues the scope and invited supplier list. Suppliers provide line prices, lead times and any alternatives. Retain response revisions and the agreed price, lead-time and quality weights.
The Procurement Manager approves the chosen response after reviewing eligibility and comparison results. Check the quality basis and retain a reason when the award overrides the recommendation. Link the selected response to the resulting order.
The Buyer prepares the order's commercial and delivery terms. The eligible Approver decides on the exact revision and scope. The Procurement Manager separately decides on a price exception when required. Retain the approved amount and commitment effect.
The Buyer sends the Approved order through the configured supplier connection. Record sending and acknowledgment separately. Confirm which revision the supplier accepted before relying on its promise for receiving plans.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.