Purchase orders, requisitions and approvals

Elements

The pieces this function usually contains in a large organisation:

• Requisition to PO
• Approval chains by amount
• Blanket orders
• Receiving against PO

Catalog items that already cover part of it

• Purchase order (PO) INV-0079
• Purchase approval INV-0093
• Receive against PO INV-0082
• Purchase order template DOC-0034

Classification

Status

Present in catalog

Fit

Core candidate

Suggested module

INV: Inventory, Products & Purchasing

Suggested attributes

Lite and Pro; priority Standard; always offline. Starting points only.

Cluster

B2B, contracts, procurement and public sector

Public excerpts

domain analysis

Archetypes and companies

Big-box, warehouse club and mass merchants; Supermarket and grocery chains; Health systems and hospitals; Universities, government and nonprofits; Aerospace, defense and government contractors; Foodservice and broadline wholesale distribution.

Example companies in these archetypes: Walmart, Costco, Target, Sam's Club, BJ's Wholesale Club, Meijer, Kroger, Albertsons, Publix, Ahold Delhaize USA, H-E-B, Whole Foods Market. These come from general knowledge unless a source code is shown on the archetype page; it is not a statement that each company runs every element, and it implies no relationship.

Closest industry pages

• General merchandise and big-box stores
• Grocery and supermarkets
• Hospitals and medical facilities
• Clinics, dental and private practices
• Veterinary and pet care
• Education, schools and training
• Government and public-sector counters
• Nonprofits, NGOs and faith organisations
• Aerospace and defense
• Construction and engineering

Previous: Quotes, proposals and estimates. Next: Customer purchase-order capture and PO-required accounts.

Status is a hand review against catalog names and descriptions and can be wrong. See the method.