PURCHASE ORDER MANAGEMENT WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Purchase Requisition: Retrieve the initial requisition details and requested items from the Requisition Data Model.
[ ] Calculate Total Order Value: Sum the line item prices from the requisition to determine the total monetary value of the PO.
[ ] Apply Tax and Shipping: Calculate the final total by adding tax percentage and shipping fees to the aggregated subtotal.
[ ] Update Requisition Status: Update the status of the original requisition to 'In Approval Process'.
[ ] Create Purchase Order Entry: Generate a new record in the Purchase Order Data Model using the validated requisition data.
[ ] Check Approval Thresholds: Retrieve the company's delegation of authority limits from the Settings Data Model.
[ ] Manager Approval Task: Create a task for the Department Manager if the total value exceeds the local budget threshold.
[ ] Finance Review Task: Create a task for the Finance Team for all POs above a specific high-value threshold.
[ ] Notify Vendor: Send an email to the selected vendor with the finalized PO details and attachments.
[ ] Set PO Status to 'Approved': Update the Purchase Order entry status to 'Approved' once all required tasks are completed.
[ ] Warehouse Receiving Task: Create a task for the Warehouse Clerk to notify them to expect a delivery.
[ ] Update Inventory Pending: Update the Inventory Data Model to reflect 'Incoming' stock quantities.
[ ] Close Purchase Order: Update the PO status to 'Closed' once the goods have been received and the invoice is matched.
[ ] Notify Requester: Send an email to the original requester confirming that the order has been fulfilled.
[ ] Monthly Procurement Report: Generate a monthly summary report of all completed POs, total spend, and vendor performance.

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