Authorise the request and supplier path
Record requester, need, budget reference, supplier candidate, quotation source, reviewer and decision conditions.
Workflow blueprint
Procure to pay control depends on the authority behind every matched document
A request-to-payment evidence chain, not supplier due diligence, receipt verification, tax advice, fraud detection, banking execution or accounting assurance.
Connect the approved need to quotation versions, purchase instructions, supplier acknowledgements, receiving observations, acceptance questions, invoice receipt, defect notice, correction, payment approval and external settlement report.
TL;DR — Connect the approved need to quotation versions, purchase instructions, supplier acknowledgements, receiving observations, acceptance questions, invoice receipt, defect notice, correction, payment approval and external settlement report.
Issue and version the purchase instruction
Preserve order lines, units, locations, prices, approvals, amendments and supplier acknowledgements under distinct references.
Observe receipt and inspect invoice differences
Keep dispatched, observed, accepted and invoiced quantities separate while logging every price, tax or reference defect.
Approve and report payment externally
Attach correction versions, approval authority, due-date question and bank or payment-provider response without declaring settlement.
Page-specific decision aid
A request, supplier, order, receipt, invoice, exception, approval and payment evidence chain
The chain follows a split office-equipment order through a revised quotation, approved purchase order, supplier acknowledgement, partial receiving observation, damaged-line exception, invoice with two defects, corrected invoice and external payment-status response. Each document retains its own authority and clock.
- ✓A supplier acknowledgement is not delivery.
- ✓A matched reference is not invoice approval.
- ✓A payment status is not bank settlement proof.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Partial receipt leaves the unobserved order balance open
- ✓Invoice defects identify every reason and corrected version
- ✓Payment reports retain provider source and received time
- ✓Supplier vetting receipt truth tax due dates fraud banking compliance and ledger reconciliation excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow