Purchasing

Common operating scenarios for Purchasing. Each page answers: what to do, why, the steps and what to avoid.

Scenario	Short answer
Purchase Order over the approval threshold	Let the Procurement threshold rule route the PO to the approval Inbox and approve step by step.
3-way match mismatch	Resolve the exception in Procurement with the AP skill; never pay while the exception is open.
Suspected duplicate vendor Bill	Read the AP skill warning and decide before paying; never pay twice.
Billing an outsourced service	PO → Service Confirmation → Bill (form ?scId=, takes the whole document).
PR line does not match a budget line	Tag the PR line with account / cost center / category.
One requisition, several vendors	Convert the PR to POs line by line; each PO consumes exactly the PR line quantity.
Requisition from a project	Create a PR linked to the project; cost flows into the project’s purchasing leg.
Returning goods to a vendor	Create a vendor return from the PO or GRN.
Item refused on a requisition	Turn on purchasable (can_purchase) for the item, or pick another item.
Access by purchasing category	Turn on purchasing categories and grant access per category: request, view, approve, manage.