Purchase Order Scenario

Sophia, a procurement officer at GlobalTech Solutions, with a Create PO permission, needs to purchase 30 ergonomic office chairs for the company’s newly renovated workspace. Since the company has an established agreement with a preferred supplier, she directly creates a Purchase Order (PO) and follows the standard procurement workflow.

Steps

  1. Select the Relevant Organization Unit. See Home: Organization unit Selector.
    • Sophia begins by choosing the appropriate organizational unit for the purchase order.
  2. Create a Purchase Order. See Purchase Order: Create.
    • Sophia initiates a new PO.
    • The system automatically assigns her as the beneficiary.
  3. Enter Purchase Order Details:
    • Vendor: Comfort Seating Ltd.
    • Due Date: 02/06/2025
  4. Add Actual Items:
    • Item 1: Ergonomic Office Chair
      • Expense Type: Office Furniture
      • Quantity Ordered: 30
  5. Submit for Approval:.
    • Sophia submits the PO for approval.
    • The system notifies her direct manager, Robert, for review.
  6. Manager Approval. See Purchase Order: Details.
    • Robert verifies the order details and approves the PO.
  7. Workflow Approval.
    • The finance officer, Emily, reviews and approves the PO.
  8. Completion.
    • The PO is completed.
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