Only the approver approves. Controlling and the buyer do not join, and there is no tender. The order is raised at the catalogue price, then goods receipt and the invoice follow.
Steps on this path
- Request→
- Approval→
- Open commitment→
- Single-source purchase? No→
- Above the limit? No→
- Catalogue or call-off? Yes→
- Order at the agreed price→
- Sending the order→
- Acceptance and dispatch→
- Goods receipt→
- Three-way match→
- Invoice approval→
- Recording payment→
- Payment
Dimmed steps belong to other scenarios.
Requester
Suggestion
Requester
Request
Cost centre, company and how the purchase is made. The budget is checked when the request is raised.
Approver
Approval
The cost-centre approver. The requester cannot approve their own request. It can be returned for revision or cancelled.
System
Open commitment
Approval draws on the cost-centre budget. A draft, a return, a cancellation and a framework agreement do not.
Yes
Controlling
Controlling
Buyer
Buyer
Buyer
RFQ to one supplier
No
Controlling
Controlling
Controlling
No controlling
Below the limit, controlling does not join this purchase.
Below the limit
Order at the agreed price
The buyer does not join. No new tender is run.
Above the limit
Buyer because of the limit
Buyer
Buyer takes it on
Buyer
Order without a competition
Buyer
Tender
Buyer
Sending the order
PDF or the supplier portal. The ERP receives a CSV batch, a webhook, or a manual entry.
Yes
Contractor
Timesheet
Approver
Timesheet review
Requester
Recording timesheet payment
No
Supplier
Acceptance and dispatch
In the portal the supplier accepts the order and confirms shipment.
Requester
Goods receipt
The requester confirms delivery, including a partial one. Without it the invoice is not approved.
System
Three-way match
The invoice against the order and goods receipt. A variance above tolerance is shown. A mismatch is a dispute.
Requester
Invoice approval
The requester first, then the approver.
Buyer
Recording payment
The buyer, once goods receipt is confirmed and the invoice is matched.
ERP
Payment
Made in the ERP system. Procura has only recorded it.