Prepare the requisition evidence
Record requester, purpose, quantity, required date, quote source and budget question before approval is requested.
Workflow blueprint
Purchase-order control begins with the requisition and ends after exceptions
A requisition-to-close guide that preserves authority and revision evidence without deciding budgets, contracts, invoice validity or payment.
Connect the stated need, supporting quote, human approval, issued order version, controlled changes, physical receipt, invoice questions, cancellation, credits and closure.
TL;DR — Connect the stated need, supporting quote, human approval, issued order version, controlled changes, physical receipt, invoice questions, cancellation, credits and closure.
Freeze and transmit an order version
Assign the supplier, ship-to details, owner-supplied terms, version number and evidence of transmission.
Link changes and physical receipts
Create a revision for price, quantity, timing, location or scope changes, then keep receipt and service evidence separate.
Resolve invoice exceptions and commitments
Route missing receipt, line mismatch, duplicate reference, disputed amount, return, credit and cancellation questions before closure.
Page-specific decision aid
A requisition, authority, order-version, change, receipt, invoice-exception, commitment and close ribbon
The ribbon follows a twelve-line requisition, a budget question, conditional approval, issued PO-17 V1, a quantity revision, supplier acceptance evidence, a partial receipt, one damaged line, a duplicate invoice reference, a proposed credit, remaining commitment and authorised close.
- ✓Approval is not supplier acceptance.
- ✓A receipt does not validate an invoice.
- ✓Close requires the remaining commitment owner.
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.
- ✓Requisition approval does not create supplier acceptance
- ✓Each modification cites the order version it changes
- ✓Receipt observation remains separate from invoice review
- ✓Budget authority matching payment journals and tax 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