Cycle Stages
Procurement goes through several steps, at each of which the document is approved and moves to the next status.
- Purchase request → approval.
- Supplier order (after approval).
- Receipt of goods/services (full or partial).
- Invoice from supplier.
- Payment (a payment request is created automatically at receipt).
At receipt, the system automatically creates a payment obligation in Treasury—no need to re-enter data.
Suppliers and Invoices
A supplier directory and incoming invoices are in "Suppliers" and "Invoices". You can add a supplier right when creating an order.
Budget Link
Procurement is checked against the cost center/line item budget limit: if exceeded, the system warns or requires additional approval depending on settings.