Procurement Oversight

The detailed requisition, purchase-order, receipt, and stock-posting workflow is covered in the OTO Inventory training kit. Back Office users concentrate on approval evidence, supplier amounts, tax, payable impact, and reports.

Finance review

1. Match the requisition, approved purchase order, supplier, delivery address, and goods received note.
2. Compare items, quantities, unit prices, tax, and total.
3. Confirm the receiving person and receiving date.
4. Confirm the goods received note status and inventory document reference.
5. Resolve differences before recording supplier payment or expense.
6. Use procurement reports to verify requisitions, purchase orders, received notes, and their item details.

Approval Board membership is a controlled configuration. Add or change a member only from an approved request, and confirm whether that member is required for the process.