# 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](doc:procurement-getting-started), [Procurement — Overview](doc:procurement-overview), [Procurement](doc:procurement-edit-record), and [Procurement List](doc:procurement-list-view-record).

For related order work, see [Orders](doc:orders-2), [Direct Order](doc:direct-order), [Direct Order](doc:direct-order-2), [New Direct Order](doc:projects-management-edit-list-newdirectorder), [Project Orders List](doc:projects-management-edit-list-view-record), [Production Order](doc:projects-management-production-order-edit-record), [Shipping Order](doc:projects-management-shipping-order-edit-record), [Transfer Order](doc:transfer-order), [Transfer Order](doc:warehouse-list-transfer-order-view), and [Delivered Orders](doc:delivered-orders).