0396bde3-a4d2-4231-a36b-7eb3d205a0ca.doc BP – Purchasing - RFQ
Business Process: Purchasing
Process Stage: Purchase Orders
The Purc hase Order (PO) process involves creating the purc hase order and dispatching it to the selected vendor.
Business Process Steps
The following diagram illustrates the flow of information an d transactions involved in the Purchase Order process.
Run Figure 1 The general flow of the Purchase Order process
Run PO Update PO Approv e Budget Dispatch
Calc / Inf ormation PO Check PO Purchase
Create on Amount Order
New PO f or
Role: Requisition Manager
RFQ Entry PO Entry
PeopleSoft Security Role
(What security role enables this
(And what is involved in this step of the process?)
Create the Purchase Order
1. Purchase Orders can be created several ways depending on the requirements of the
particular purchase rules:
a. Expedite Requisition (usually done during the Requisition Process)
Run the Requisition Expediter process to create the PO. This is used when the vendor can
be selected at the Requisition stage.
b. Run the PO Calculate and Create processes on RFQ
The RFQ response documents are printed and dis tributed (often faxed) to the targeted
c. Create a New Purchase Order
In some cases it is appropriate to start the purchasing process w ith a PO, for example, PO Entry
when a small purchase of repair parts are needed and quotes are not required. All of the
detail information can be entered directly into the PO
Update PO Information
2. Data that w as generated from either the Requisition Expediter process or the PO Create PO Entry
process may need to be updated. This can be done directly in the purchase order.
Approve PO Amount $5,000 PO Amount Approv Limit
Purchase Orders are usually created in a status of “Pending Approval.” $25,000 PO Amount Approv Limit
Budget Check PO
4. PO Entry
Check for the availability of funds for this request.
5. Dispatch PO PO Manager
Note: Generally all users w ill have access to view all PO information in a display -only mode PO Display
Last Change:10/28/2010 8:31 AM Page 1 of 1