From purchase request to payment, matched at every step.
Raise requests against projects and contracts, convert them to purchase orders, record goods receipts, and pay supplier invoices only when order, receipt and invoice agree.
- Purchase requests
- Multi-level PO approval
- Goods receipts
- Three-way matching
- Payments
One chain from need to payment.
Purchase requests
Multi-line requests for capital, operating, new deployment, replacement or emergency needs, against an approved project and an optional contract.
Approval and delegation
An approver is named at submission, and approval can be delegated.
Purchase orders
Approved requests convert to purchase orders, with multi-level approval by amount, change orders, revisions and a PDF.
Goods receipts
Receipts are posted against the purchase order with accepted and rejected quantities.
Three-way matching
Invoices are checked against order and receipt. Quantity and price variances beyond tolerance put the invoice on hold.
Payments
Matched invoices are approved for payment, then tracked as scheduled, partially paid or paid.
What it looks like.
Purchase orders from approval to receipt.
The overview counts orders pending approval, approved but not yet issued and partially received, along with invoices held by three-way matching. Approval levels and receipt progress are charted.
- Pending approval by level
- Receipt progress of approved orders
- Value still to receive
Invoices held until they match.
Invoices are shown as on hold, matched and waiting for approval, approved but unpaid, overdue or paid. Hold reasons and payables ageing explain where attention is needed.
- Three-way match exceptions
- Hold reasons, such as price variance
- Payables ageing
Five linked documents, one audit trail.
Purchase request
Raised and approved.
Purchase order
Approved by amount level and issued.
Goods receipt
Posted against the order.
Supplier invoice
Matched to order and receipt.
Payment
Scheduled and paid.
An invoice on hold is matched again automatically when a further receipt is posted.
Requests start from what you have already agreed.
Lines take their item and price from contract lines, and requested quantity is checked against the contract.
- Projects and contracts verified when a request is raised
- Lines priced from contract lines
- Data import, with templates, for requests
- Purchase order history export
- Status history on every document
Connected modules.
Finance flow
From project spend to a reconciled register.
Warehouse Inventory
Warehouses, locations and bins with a stock ledger and balances per item, bin, lot and serial.
Fixed Asset Register
Booked entries detailed under maker-checker approval and reconciled against network, warehouse and contract records.
See Procure-to-Pay with your own data.
We will walk through this module on a workflow that matters to your organization.