Flags purchase orders above a buyer's own spend limit and attaches the approval chain.
Part of Purchase order intake
Tools
Coupa, Make
Outcomes
Approvals routed without an email chase • Every escalation on the record
Documentation
Instruction-ready detail below
When <in:spreadsheets>a purchase order</in:spreadsheets> crosses an approval limit, work out the approver and <slack>notify</slack> them with the budget left.
When <in:spreadsheets>a purchase order</in:spreadsheets> crosses an approval limit, work out the approver and <slack>notify</slack> them with the budget left.Tools
Coupa, Make
Trigger
When a purchase order value crosses an approval threshold
Setup time
20 minutes
Compares a new purchase order against open orders from the same supplier to the same site.
Checks each arriving purchase order for missing header fields and returns a gap list to the buyer.
Asks the supplier to confirm or credit a line that arrived short of the ordered quantity.
Keeps every supplier's contract, certificates, banking and tax records current, so renewals and payments stop depending on a phone call.
Book goods in against the expected order and clear every count, condition and paperwork gap at the dock.
Turn on-hand stock, demand and real lead time into a reviewed requisition before a line runs out.
Download
Download the app and begin with drafts and checklists before you write anything back.