Purchasing

Internal procurement from requisition through receiving and returns. Status-driven Actions menus and the Document flow timeline show how documents link across the chain.

Deep dive: Purchasing Document Flow. Platform hub: Target Document Flow.

#Chain

flowchart LR
  PR[Requisition] --> RFQ[RFQ]
  PR --> PO[Purchase Order]
  RFQ --> PO
  PO --> GRN[Goods Receipt]
  GRN --> AP[AP Invoice]
  PO --> RET[Return]

#Requisitions

Statuses: Draft, Submitted, Approved, Rejected, ConvertedToRFQ, ConvertedToPO, Cancelled.

Actions: Submit for approval, Approve, Reject, Convert to RFQ/PO, Cancel requisition, Manage lines, Document flow.

#Purchase orders

Statuses include Draft, Submitted, Approved, SentToVendor, PartiallyReceived, FullyReceived, Closed, Cancelled.

#Receiving

Goods receipt notes: Draft, Posted, Cancelled. Posting updates inventory and can feed AP matching.

#Vendor management

RFQs, invitations, and vendor quotations carry their own statuses (Sent/Closed, Invited/Submitted/Declined, Evaluated/Accepted/Rejected).

#Document flow

Use Document flow on any purchasing document row to open the lineage timeline for that chain.

#Troubleshooting

#Related guides

• Purchasing Document Flow
• Accounts Payable
• Material Control