Purchase Order Workflow

The purchase order workflow moves demand from shortage identification through supplier confirmation, receiving, and closeout.

Standard PO lifecycle

• Identify demand or replenishment need
• Create and submit the purchase order
• Send to the supplier and track confirmation
• Receive inventory against the PO
• Close the PO after open issues are resolved

Control points

• Confirm supplier, warehouse, and required date
• Track partial receipts separately
• Keep expected arrival dates current
• Close lines only after the receipt position is accurate