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Enterprise operations

Purchase Requisition & Order Control

Connect purchasing requests, budget coding, supplier approval, orders and receipt reconciliation before commitments are closed.

Request a tailored demonstrationExplore the interface

12 workspace menus · 5 role profiles · Connected records

Designed for procurement operations managers and budget owners

Purchase Requisition & Order Control workspace interface preview; illustrative records and figures.
Purchase Requisition & Order Control — operational workspaceInterface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

Purchase Requisition & Order Control workspace interface preview; illustrative records and figures.
Purchase Requisition & Order Control — operational workspaceInterface preview · Illustrative dataView full interface →
Purchase Requisition & Order Control record interface preview; illustrative records and figures.
Purchase Requisition & Order Control — record and workflow reviewInterface preview · Illustrative dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Business unitPeriodAssigned teamReview state

Dashboard measures

  • Active operational records
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Connect purchasing requests, budget coding, supplier approval, orders and receipt reconciliation before commitments are closed. A purchase can pass through several approvals while the original justification, available budget and delivery evidence remain in separate records. The system follows the commitment from request to receipt, with a clear owner for short deliveries, rejected requests and outstanding balances.

Operational visibility

  • Purchase request fulfilment cycle time
  • Pending approvals and ageing
  • Supplier qualification / status dashboard
  • Commitments and receipts reconciliation
  • Exception and renewal report

Operations

Operational overview

Review the work position and priority actions.

Purchase request intake

Coordinate purchase request intake with assigned responsibilities, linked records and review history.

Budget coding

Coordinate budget coding with assigned responsibilities, linked records and review history.

Supplier selection

Coordinate supplier selection with assigned responsibilities, linked records and review history.

Approval routing

Coordinate approval routing with assigned responsibilities, linked records and review history.

Purchase orders

Coordinate purchase orders with assigned responsibilities, linked records and review history.

Receipt confirmation

Coordinate receipt confirmation with assigned responsibilities, linked records and review history.

Commitment reconciliation

Coordinate commitment reconciliation with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Justify the request

Submit a justified purchasing request and budget coding.

02

Approve purchasing

Approve the request and selected supplier.

03

Order and receive

Issue the purchase order and confirm delivery.

04

Reconcile commitments

Reconcile receipts and close outstanding commitments.

Governance and control

  • Only authorised users may approve suppliers, awards or commitments.
  • Approval thresholds must be configurable by value, category and business unit.
  • Required evidence must be complete before approval unless an authorised exception is recorded.
  • Conflicts, sanctions or qualification exceptions must be routed for review.
  • Changes after approval must preserve the prior decision and audit trail.

Accountable roles

Requester
Budget owner
Procurement officer
Receiving officer
Finance reviewer

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

SupplierRequestQualification evidenceApprovalOrder / awardReceiptExceptionContract / renewal

Systems and interfaces

  • ERP supplier and purchasing records
  • Budget availability service
  • Receiving and finance interfaces

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Supplier master, budget availability and receiving interfaces are required for integrated enterprise purchasing.

Mobile and tablet access

Review request evidence and approve within delegated authority. Receiving actions can use responsive screens on supported warehouse devices.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Summarise the request justification and flag missing supporting information for the purchasing reviewer.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

An example operating scenario

See the process, its exception and the evidence.

A department submits a purchase request. A budget owner returns it for corrected coding before approval. Procurement issues the order, receiving records a partial delivery and the remaining commitment stays open until the final receipt is reconciled.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report
Discuss this solution

Questions before implementation.

How is this system adapted to our organisation?

Roles, approval authority, business rules, records and reporting are configured around your operating model. Scope definition connects the required business outcome to workflows, interfaces and acceptance criteria.

How are approvals and responsibilities defined?

Operators, reviewers and authorised decision makers have defined responsibilities. Approval limits, exception handling and access permissions are agreed with your business owners and tested against the selected workflows.

Can it connect with our existing systems?

Interface requirements cover your existing business systems, data ownership, mapping and authentication. Connection design and testing form part of the agreed implementation scope.

What will we review in a solution walkthrough?

Start with a relevant business transaction, then review its approvals, an exception, role permissions and final records. Discuss the integrations, reporting and operating requirements that matter to your organisation.