Procurement requisition

Allow teams to submit requisition requests via form or email inbox. Those requests are routed for vetting and approval by the procurement organization.

Workflow steps in Catalytic

Submit request for approval via form

1

Look up approver route from matrix

2

Assign email tasks to each approver

3

Save approval results to audit trail

4

Send requestor final approval notice

5

Tagged:

finance ops

tasks forms

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.