Approval workflows tailored to your organization
Source-to-Pay supports single or multi-level approvals, requests for more information, reasoned rejections, reassignments and temporary delegations. Routes can vary by:
Digitize how needs are expressed and secure every spending commitment
With Source-to-Pay, employees create their purchase requests through a simple, guided journey tailored to your organization's rules.
From capturing the need to turning it into a sourcing event or a purchase order, every request is checked, approved, assigned and tracked in a single environment.
Designed for Procurement, Finance and Operations teams
What you can do with Purchase Requests (PR)
- Intuitive, structured entry Guided form, supplier catalog or non-catalog need: purpose, items, quantities, budget, urgency and attachments.
- Requests from multiple sources Negotiated catalog, non-catalog need, project or budget, ERP import and synchronization.
- Real-time budget control Check budget availability by entity, cost center, project or category.
- Automated approval workflows Single or multi-level routes based on amount, category, urgency or delegations.
- Centralized handling by Procurement A clear work queue for buyers, from receiving the request to closing it.
- Demand aggregation Combine several similar requests or lines to launch a single sourcing event.
- Conversion without re-keying Convert an approved request into an RFQ, RFP, RFI or purchase order, or link it to a contract.
- Tracking and dashboards Full visibility for requesters and buyers: statuses, budgets, lead times and KPIs.
A fully digital journey
From capturing the need to the purchase order, Source-to-Pay automates and simplifies every step of the process to ensure smooth, compliant and controlled handling of your purchase requests.
- Capture the need Guided form with catalogs, non-catalog items, purpose, quantities, budget and attachments.
- Approve the need Automatic checks and approval routes based on amount, category or cost center.
- Budget check Real-time check of budget availability by entity, project or category.
- Convert to purchase order Automatic creation of the purchase order from the approved request, with no re-keying.
- Receipt of goods / services Tracking of partial or full receipts and matching with the order.
- Invoice processing Receipt and checking of supplier invoices against the order and the receipt.
- Tracking and analysis Real-time dashboards on statuses, budgets, lead times and performance KPIs.
Manage your purchase requestswith dashboards
Track your requests in real time with key indicators and personalized views. Quickly spot priorities, delays or budget variances.
A complete, structured purchase request
Mandatory fields and entry rules can be tailored to your organization so that requests are complete from the start. Each request can include:
- Purpose and description of the need Precise details of the need and its context.
- Purchase category Classification according to your category tree.
- Requested items or services Add items, services or work.
- Quantities and units Quantities with their units of measure.
- Estimated price and currency Estimated amount in the relevant currency.
- Requested delivery date Planning of the delivery date.
- Delivery site or address Choose a site or enter an address.
- Requesting entity, division and department Linked to your organizational structure.
Create requests from multiple sources
Depending on the need, employees choose the most suitable source to create their purchase request:
- Catalog requests With prices and suppliers already negotiated.
- Non-catalog requests Free-text entry for a specific need.
- Project-linked requests A budget envelope or a cost center.
- ERP import and synchronization From your ERP and internal applications.
Acentralized work queue for buyers
Once approved, requests are automatically routed to the Procurement team or the responsible buyer, with a clear view of each request:
Controlled handling of urgent requests
Urgent requests follow a dedicated workflow that speeds up processing without bypassing internal control rules:
Want to see Purchase Requests in action?
Our experts walk you through the module on your own use cases.
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