Purchase Order Management Workflow

Start des Workflows/Prozesses.

Retrieve the initial requisition details and requested items from the Requisition Data Model.

Sum the line item prices from the requisition to determine the total monetary value of the PO.

Calculate the final total by adding tax percentage and shipping fees to the aggregated subtotal.

Update the status of the original requisition to 'In Approval Process'.

Generate a new record in the Purchase Order Data Model using the validated requisition data.

Retrieve the company's delegation of authority limits from the Settings Data Model.

Create a task for the Department Manager if the total value exceeds the local budget threshold.

Create a task for the Finance Team for all POs above a specific high-value threshold.

Send an email to the selected vendor with the finalized PO details and attachments.

Update the Purchase Order entry status to 'Approved' once all required tasks are completed.

Create a task for the Warehouse Clerk to notify them to expect a delivery.

Update the Inventory Data Model to reflect 'Incoming' stock quantities.

Update the PO status to 'Closed' once the goods have been received and the invoice is matched.

Send an email to the original requester confirming that the order has been fulfilled.

Generate a monthly summary report of all completed POs, total spend, and vendor performance.

Ende des Arbeitsablaufs/Prozesses.