Help CenterCostTracker 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.