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Purchase Order Management Workflow

Automated PO creation, approval, transmission to suppliers, and receipt reconciliation.

Complexity: Medium | Duration: 15-30m | Category: Industry/Transportation Logistics

Tags: procurement purchase-order edi receiving ap-integration

Workflow Diagram​

Steps​

Step 1: Generate PO from demand plan o​

Generate PO from demand plan or requisition

Step 2: Apply supplier pricing and ter​

Apply supplier pricing and terms

Step 3: Route for approval based on am​

Route for approval based on amount

Step 4: Transmit PO to supplier (EDI/e​

Transmit PO to supplier (EDI/email/portal)

Step 5: Receive acknowledgment and con​

Receive acknowledgment and confirm dates

Step 6: Track shipment status​

Track shipment status

Step 7: Receive and inspect goods​

Receive and inspect goods

Step 8: Match receipt to PO (3​

Agent: way match)

Step 9: Process for payment​

Process for payment

Step 10: Update supplier performance re​

Update supplier performance records

Usage​

To execute this workflow:

/workflow industry/transportation-logistics/purchase-order-management-workflow.workflow

See other workflows in this category for related automation patterns.