Procurement Workflow and Roles
Product: NEXTMEGABYTE (Greenitco ITAM) · Module: Procurement Management · Audience: All users
Procurement roles
| Role | Responsibility |
|---|---|
| Procurement user | Any user who raises procurement requests |
| Procurement team | Experts who process requests: assign an in-charge, select suppliers, collect quotations, generate POs and record delivery. Procurement team members have full access to the procurement module |
| PAB member | Member of the Procurement Advisory Board who approves or rejects requests |
Procurement workflows
| Workflow | Steps |
|---|---|
| Approval not required | User raises request → procurement team receives it → team selects supplier and updates the status |
| Approval required | User raises request → team selects supplier and sets status Waiting for Approval → PAB member approves or rejects |
| Without quotation approval | User raises request → team generates the PO, selects the supplier and updates the status |
Procurement dashboard
Menu path: Procurement → Dashboard. Shows company-wide spend information and analysis in charts.
