Request to supplier commitment

Freeze the requested scope, obtain independent approval and verify the supplier order handoff.

Step by step

Prepare demand Procurement Specialist

Procurement Specialist selects the eligible supplier and prepares the request's required date, amount and lines. Admin maintains supplier eligibility and active organization membership.
- Prepare Draft demand for an eligible Counterparty
- Updates Purchase requests, Purchase lines, Suppliers, Organizations
Submit demand Procurement Specialist

Procurement Specialist requests submission for the expected draft revision. The guarded action freezes the eligible revision as Submitted and retains its operation result.
- Draft to Submitted for the expected Revision
- Updates Purchase requests, Operation receipts
Approve commitment Procurement Reviewer

Procurement Reviewer independently approves the exact submitted scope. Record the approved date and decision evidence before treating the request as ready for issue.
- Submitted to Approved with approved at and decision evidence
- Updates Purchase requests, Review decisions, Operation receipts
ApprovalA person approves before the work moves on.
Issue order Procurement Specialist

Procurement Specialist requests the supplier handoff through the guarded path. The request becomes Ordered with its real order reference only after the handoff is persisted.
- Approved to Ordered only with a persisted handoff and order reference
- Updates Purchase requests, Operation receipts

And how to keep it from happening.

Changed draft submitted by an old request. The expected revision must still match the eligible draft before it is frozen.
Approval confused with an order. An approved request still needs the persisted supplier handoff and its actual reference.
Uncertain response retried blindly. Investigate the existing operation receipt before requesting another external effect.

Start free, then use Proto to change fields, steps and approvals before your team goes live.