Compares a new purchase order against open orders from the same supplier to the same site.
Part of Purchase order intake
Tools
Coupa, NetSuite
Outcomes
Duplicate orders caught at approval • A clear reason given to the buyer
Documentation
Instruction-ready detail below
Check <in:databases>open purchase orders</in:databases> for a match on supplier, site and value, then <email>email</email> the buyer if one looks like a duplicate.
Check <in:databases>open purchase orders</in:databases> for a match on supplier, site and value, then <email>email</email> the buyer if one looks like a duplicate.Tools
Coupa, NetSuite
Trigger
When a purchase order is submitted for approval
Setup time
10 minutes
Flags purchase orders above a buyer's own spend limit and attaches the approval chain.
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.