Procurement

Process flow

mermaid
flowchart LR
    n0["Potential"] --> n1["Offer"] --> n2["Order"] --> n3["Delivered"]
    n0 -.-> x0["MissedPotential"]
    n0 -.-> x1["RegrettedPotential"]
    n0 -.-> x2["CancelledPotential"]
    n1 -.-> x3["RegrettedOffer"]
    n1 -.-> x4["CancelledOffer"]
    n1 -.-> x5["RejectedOffer"]

Procurement process

Procurement users manage a procurement record from an early potential through offer and order handling to delivery. The main path is Potential, Offer, Order, and Delivered.

Progressing a procurement record

Potential

A procurement record in Potential is being considered before it becomes an offer. Its next main-path stage is Offer. The record can leave this stage for CancelledPotential through Cancel items, Cancell single inquiry, or Reactivate items. Condition: each of these actions is available only while there are no active sales after the Potential stage.

Offer

An Offer is the procurement record at the offer stage. The next main-path stage is Order. A record can be placed in Offer by Reactivate job or Back to offer. From Offer, Cancel items, Cancel single offer, and Reactivate items move the record to CancelledOffer. Denied extension single offer moves it to ExtensionRejected. Condition: each of these actions is available only while there are no active sales after the Offer stage.

Order

An Order is the procurement record being fulfilled. Its next main-path stage is Delivered. Deliver single order and Un deliver items move the record to Delivered. Cancel single order moves it to CancelledOrder. Condition: each of these actions is available only while there are no active sales after the Order stage.

Delivered

A Delivered record is a procurement order that has reached delivery.

Leaving the procurement path

The following statuses take a record out of the main Potential-to-Delivered path:

• From Potential, a record can leave as MissedPotential, RegrettedPotential, or CancelledPotential.
• From Offer, it can leave as RegrettedOffer, CancelledOffer, RejectedOffer, or ExtensionRejected.
• From Order, it can leave as RejectedOrder or CancelledOrder.
• A record can also leave the path as Deleted. The declared turn-back destination is Offer. Reactivate job and Back to offer place a record in Offer. The path does not identify a separate turn-back destination for Potential, Order, Delivered, or any of the exit statuses.

Related procurement pages

For procurement setup and record management, see Getting Started with Procurement, Procurement — Overview, Procurement, and Procurement List.

For related order work, see Orders, Direct Order, Direct Order, New Direct Order, Project Orders List, Production Order, Shipping Order, Transfer Order, Transfer Order, and Delivered Orders.