DirectP2P Buyer: Exceptions

As a Buyer you may be given permission to treat a Purchase Item as an Exception, which allows you to skip steps in the workflow and go straight to a certain stage.

Nominated Key Users can place Requisitions to be treated as an Exception. If a Key User has selected this for the Requisition, the Purchase Items will appear in your Purchase Items (Buyer) screen with a yellow Exception button next to them.

Instead of following the usual workflow and sending a Purchase Order to the supplier, you can click the 'Exception' button to to fast-track the Purchase Item to a certain stage in the workflow. The workflow will then continue as normal onwards from where you've skipped it to.

• Provide a reason for why the Purchase Item is being treated as an exception
• Under 'Advance Purchase Items to Status' select the status to skip it to;
  • Purchase Orders Sent - this skips actually sending the Purchase Order(s) to the supplier(s) (for example if you've already sent a Purchase Order to the supplier outside of the software). This skips to:
    • Stage: Order
    • Status: Sent
    • This will then allow the supplier to confirm Delivery, or for you to Receipt the order.
  • Delivered - this skips sending the Purchase Order to the supplier, and marks the Purchase Item as delivered. This skips to:
    • Stage: Delivery
    • Status: Delivered
    • This will then allow you to Receipt the order.
  • Receipted - this skips sending the Purchase Order to the supplier, and marks the Purchase Item as receipted. This skips to:
    • Stage: Delivery
    • Status: Receipted
    • This will then allow the supplier to Invoice the Purchase Item.
• Click 'Confirm Exception' (this can't be changed once submitted)