Operations · Workflow

Procure → Stock → Pay

From a reorder rule or shortage to a matched bill and payment scheduling in Finance (extends platform flow F6).

Step by step

Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.

1
A reorder rule, manufacturing shortage, work-order part need or manual request creates a purchase requisition
2
If the value is outside the requester's authority, approval goes to the Approvals Inbox or WhatsApp
3
An RFQ or direct PO is created; quotations arrive by portal, email parsing or WhatsApp
4
Quotes are compared on price, taxes, freight, landed cost, lead time and vendor score, then awarded
5
The PO is issued (R3) and the supplier acknowledges or requests a change
6
An ASN pre-fills the GRN; goods are received with a quality check and moved to available or quality hold
7
The vendor bill is captured in Accounts and three-way matched; exceptions go to a shared Procurement and AP queue
8
Payment is scheduled in Finance as an R4 human approval and the vendor score is updated

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