What's the best way to implement a system wherein a purchase order is required for all purchases with a few exceptions?


In the Tools+ section of the site, in the category AP Policy Manual Templates, we have a Purchase Order Policy that provides guidelines about using purchase orders. Although it is not an implementation guide, the policy does provide information that you can translate to project implementation. You can also customize the policy to your needs so that when you have implemented the purchase order process, the policy is documented and ready for distribution. We also have several templates in the Tools+ section under AP Accounting Forms & Checklist Templates which may be of help to you. The Purchase Authority Grid provides a template for you to document purchasing limits with authorized personnel. A Project Proposal Template which may help you outline your purchase order project implementation.

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