Request to approved order

Step by step

1. Record the need Requester

   Requester enters the subject, required date, amount and purchase lines. The request identifies its organization and supplier counterparty.

   • Draft request
   • Updates Purchase requests, Purchase lines

2. Review independently Approver

   Approver reads the request revision and records a decision with a reason. A rejected request returns for correction.

   • Reviewed request
   • Updates Review decisions, Purchase requests
   ApprovalA person approves before the work moves on.

3. Define buying scope Requester

   Requester prepares requisition lines with category, quantity, estimate and cost center.

   • Submitted requisition
   • Updates Purchase requisitions, Requisition lines

4. Approve authority Approver

   Approver decides the routed scope and its approved amount before sourcing or order issue.

   • Approved requisition
   • Updates Spend approvals, Approval steps, Purchase requisitions
   ApprovalA person approves before the work moves on.

5. Issue the order Approver

   Buyer prepares the order lines and supplier terms. Approver decides the specific revision before Buyer sends it.

   • Approved order
   • Updates Purchase orders, PO line items, Commitment allocations
   ApprovalA person approves before the work moves on.

Requester

, Approver, Buyer.

Each actor should see only the records needed for the assigned organization and supplier relationship.