Use this checklist to plan your workflow. Product-specific screens, configuration and availability are confirmed during setup.
Ask for the information approvers need.
A clear request reduces the back-and-forth before a decision.
- Capture the item or service, business reason and expected cost.
- Identify the requesting team and budget owner.
- Include the proposed supplier and required delivery date.
Map the approval responsibility.
Write down your real approval policy before translating it into a workflow.
- Identify approval thresholds and delegated authority.
- Document exception handling and unavailable approvers.
- Confirm the workflow configuration your implementation requires.
Connect the request to the order.
Keep the purchasing handoff traceable.
- Agree who creates and sends the purchase order.
- Record changes to quantity, price or delivery expectations.
- Keep the reference needed by receiving and finance teams.
Check the invoice handoff.
Define how the team resolves differences before payment.
- Compare the invoice with the agreed order and receipt.
- Assign ownership of missing information and discrepancies.
- Review which accounting connections need to be scoped.