Procurement & Purchasing

Purchase Orders participate in SamvraCore's organisation-wide approval workflow engine. Procurement includes vendor selection and PO approval routing, and Purchase Orders are one of the document types the Approval Workflows module can govern.

Approval workflows are configured as multi-step chains. Each step defines an approver type that can be a specific user, a role, the requester's manager, or a department head. Steps can carry amount thresholds (minimum and maximum) so that a step only applies when the PO value falls in a certain band, and steps can be marked required or optional with an explicit ordering for sequential approval.

When a PO is submitted, it enters this chain and appears in the Pending Approvals queue of each designated approver. From that centralised queue an approver can view the document's details and amount, see the approval history, and approve or reject with comments in a single action. Workflows also support auto-approval behaviour, such as auto-approving after a configured number of hours.

Because approval history is retained on the record, a PO carries a complete trail of who approved each stage. A worked example: a PO above a configured threshold routes first to a manager step and then to a finance role step; only after both approve does the PO reach the Approved status and become eligible to send to the vendor.