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Purchase Requisition-to-PO Workflow

Metadata​

FieldValue
PhasePhase 4b (Tier 2)
FWCR CategoryOperations & Procurement
OwnerProduct Team
Status⚪ Planned
Linear:BAY-32

Overview​

Formal purchase request workflow with budget checks and approval routing, converting approved requisitions to purchase orders.

Actors​

RoleDescription
RequestorCreates purchase request
Department HeadApproves within budget
ProcurementConverts to PO
AIChecks budget, suggests suppliers

Preconditions​

  • Budget codes by department
  • Approval matrix configured
  • Supplier catalog ready

Postconditions​

  • Requisition approved
  • PO created and sent to supplier
  • Requestor notified

User Flow​

  1. Create purchase requisition
  2. AI checks budget availability
  3. Route to approver (threshold-based)
  4. Approver reviews and approves/rejects
  5. If approved, convert to PO
  6. Send PO to supplier
  7. Notify requestor

AI Features​

  • Budget availability check
  • Supplier suggestion based on history
  • Price comparison alerts
  • Alternative items recommendation

Acceptance Criteria​

#CriteriaTarget
1Approval timeunder 24 hours
2Budget compliance100%

Metrics​

MetricTarget
FWCR80%
Unauthorized purchases0%

Status: ⚪ Planned Last Updated: May 2026