Purchase Order Approval is the process that occurs after requisitions have completed approval (the approval of requisitions prior to purchase orders in optional) but before orders are transmitted to suppliers. Purchase Orders are electronically created from the requisition content: one for each supplier.

Purchase Order Approval Process

1. User submits a requisition.
2. PECOS P2P looks at the user’s Approval Rule Group to determine what Approval Plan to follow – A Purchase Order Plan only is present.
3. PECOS P2P creates Purchase Orders – one for each supplier.
4. Every order follows each task (step) in the plan in the order it was created.
5. Where task criterion is valid an activity is undertaken.
6. The owner of the activity is sent an action (e.g. order to approve or eMail).
7. Where approval is required the order is sent to the owner of the approval activity.
8. Where approval is owned by a ‘Role’ PECOS P2P will return to the user’s Approval Rule Group to determine what user(s) is (are) filling the role.
9. After a valid task has been completed (e.g. approval undertaken) the order will proceed through the remaining tasks: an activity undertaken each time criteria is valid, or skipped if criteria is not valid.
10. After completing the final task PECOS P2P sources a Supplier Profile based on the user’s organisation assignment.
11. Purchase Orders are transmitted to suppliers according to their chosen method contained in the profile selected.