Purchasing workflow

1 min. readlast update: 10.17.2023

CostTracker is set up with a predefined workflow as displayed and explained below.


Step 1: A purchase request is created and sent for approval (based on the approval settings for the relevant budget)

Step 2: Once approved, the purchase request is converted to a purchase order and the cost becomes committed against the budget

Step 3: The purchase can be sent to the supplier directly from CostTracker or marked as sent.

Step 4: The goods or services can be marked as fully or partially received in the system

Step 5: The invoice is matched with the purchase order

When all steps are fulfilled (the PO is marked as received and invoiced) the purchase order changes status to completed.

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