Accounts Payable - Purchase Order Requisition
Accounts Payable - Purchase Order Requisition
Laserfiche
The requester submits Part A of the purchase order (PO) request form and a workflow pulls a list of approved suppliers into Part B of the form. Once the requester submits Part B of the PO request form, a workflow runs that pulls the supplier information into and loads Part C of the form. Once the requester submits the PO request form, it is reviewed by the purchasing department and then the department manager. If the PO amount is over or equal to $100K, then it is reviewed by the vice president. If the PO amount is over or equal to $250K, then it is also reviewed by the controller. Once approved, Workflow generates the PO in PDF format, emails it out as an attachment to the requester, the purchasing department and the accounts payable department. Lastly, the PO request form and any additional documents are also archived in the Laserfiche Repository.
Free
The requester submits Part A of the purchase order (PO) request form and a workflow pulls a list of approved suppliers into Part B of the form. Once the requester submits Part B of the PO request form, a workflow runs that pulls the supplier information into and loads Part C of the form. Once the requester submits the PO request form, it is reviewed by the purchasing department and then the department manager. If the PO amount is over or equal to $100K, then it is reviewed by the vice president. If the PO amount is over or equal to $250K, then it is also reviewed by the controller. Once approved, Workflow generates the PO in PDF format, emails it out as an attachment to the requester, the purchasing department and the accounts payable department. Lastly, the PO request form and any additional documents are also archived in the Laserfiche Repository.
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Description
The requester submits Part A of the purchase order (PO) request form and a workflow pulls a list of approved suppliers into Part B of the form. Once the requester submits Part B of the PO request form, a workflow runs that pulls the supplier information into and loads Part C of the form. Once the requester submits the PO request form, it is reviewed by the purchasing department and then the department manager. If the PO amount is over or equal to $100K, then it is reviewed by the vice president. If the PO amount is over or equal to $250K, then it is also reviewed by the controller. Once approved, Workflow generates the PO in PDF format, emails it out as an attachment to the requester, the purchasing department and the accounts payable department. Lastly, the PO request form and any additional documents are also archived in the Laserfiche Repository.
Participants
Controller: Reviews and approves purchase order requests with a total amount over $250K
Vice President: Reviews and approves purchase order requests with a total amount over $100K
Department Manager: Reviews and approves all purchase order requests
Requester: Submits the initial purchase order request
Buyer: Revises, reviews and approves all purchase order requests
Laserfiche Repository
Processed PO requests, supplemental documents and POs will be stored in \Business Process Library\Accounts Payable\Purchase Orders\[Purchase Order Number]. Approved Suppliers are stored in \Business Process Library\Accounts Payable\Supplier Database\Approved\[Supplier Name].
Categories
Accounting & Finance
Platforms
Template Content
Forms1
Repository1
Workflow1
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Categories
Accounting & Finance
Platforms
Template Content
Forms1
Repository1
Workflow1
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