Vendor Onboarding & Purchase Requisitions
Vendor approval workflows enforce a multi-step onboarding process including role-based approval limits, audit documentation requirements, and financial compliance checks. Separate billing and return shipping addresses are supported natively for vendors with complex logistics arrangements. Purchase Requisitions are enabled for non-authorized buyers, routing requests through defined approval chains before conversion to Purchase Orders. Purchasing roles are scoped by class segment (QA vs. Raw Materials), ensuring each team accesses only the procurement flows relevant to their function.
PO Approval, Receiving & 3-Way Match
Purchase Order approval workflows enforce configurable role-based approval thresholds with restricted approver lists to maintain audit integrity. Multi-step receiving processes support class-based flows for QA inspection holds and direct raw material putaway. Item receipt reversal capabilities allow correction of receiving errors without manual journal entry intervention. Three-way match validation with a 1% tolerance is configured to automatically verify PO, receipt, and vendor bill quantities and amounts, with bills exceeding tolerance routed automatically to the Controller for review (GAP 006).
Inbound Shipment Management & Payment Approvals
Inbound Shipment Management is activated for POs involving in-transit inventory tracking, supporting FOB Destination shipments where title passes at delivery. Select POs (non-FOB Dock) are tracked through the Inbound Shipment module with expected receipt date updates and partial receipt capabilities. Payment approval workflows (GAP 007) enforce threshold-based authorization for check runs, with separate approval chains required for high-value payments. Vendor billing supports both PO-linked bills and standalone service bills, with NACHA-compliant ACH file generation for up to one payment bank.