MAYAThe Purchasing menu depends on your plan. In simple mode, the My purchases screen directly creates a one-line order with a supplier. In complete mode, you find requests, approvals, consultations, framework agreements, orders, receipts and supplier invoices.
A purchase request is submitted with at least one line. If no approval circuit applies, it is approved automatically; circuits and other settings are set in Administration, Purchasing and finance, then Purchases.
Nobody approves their own request. Only the approver designated for the step, or their delegate, decides; an approval already decided cannot be decided twice.
Depending on your setting, a request over the available budget is only flagged, or refused. An approved request is converted into an order once its supplier is chosen in the same entity; if your company requires it, no order is created without an approved request.
An order that is no longer a draft can no longer be deleted: it is sent, confirmed, cancelled or received. A receipt never exceeds what remains to be received, and a cancelled order can no longer be received.
Depending on the setting, a receipt awaits validation; whoever recorded it does not validate it themselves, unless they hold the receipts administration right.
PlansIncluded in every plan.