Per-Role Workflows

This page summarizes the most common path for each major role.

Requester

• submit a purchase request
• track approval progress
• review final order status

IT Buyer

• review approved requests
• collect quotations or run RFQ
• create and manage purchase orders
• maintain contracts, receiving, invoices, and payment-related records

Department Manager / Approver

• review pending approvals
• approve, reject, or return requests
• monitor request quality and urgency

Finance Auditor

• verify invoice details
• follow payment records and payment schedules
• review settlement consistency

Procurement Manager

• oversee procurement execution
• handle escalated approvals
• supervise policy and supplier-related consistency

Administrator

• manage users and system parameters
• configure SSO, AI models, and permission policies
• maintain operational readiness, backups, and upgrade procedures