Purchase-to-Pay Workflow
Follow a supplier purchase from order and receipt through costing, liability, return, and payment.
Create and publish the purchase order with agreed quantities, prices, tax, and expected dates.
Post one or more goods-received notes when stock physically arrives.
Record the supplier invoice or expense, including the supplier's own unique reference.
Allocate freight, customs, or other landed costs to receipt lines and finalize costing when complete.
Record and allocate the outgoing payment, or match an imported bank line.
Depending on workflow policy, billing stock before receipt may be blocked. Do not bypass remaining-quantity or locked-period warnings without authority. Use a supplier return and supplier credit when goods and liability both need correction.
See Purchases overview and Reconciliation.