Nominated Key Users can place Requisitions that are to be treated as Exceptions as needed. Depending on what has been selected, Buyers may then be given permission to set a Purchase Item as an Exception, allowing for cases where Purchase Items needed to be added retrospectively, or steps of the workflow are to be skipped. 


If this has been granted, instead of sending a PO once a Requisition has been purchase approved, Buyers can select Exception to trigger the Exception workflow:

  • Provide a reason for the Exception
  • Select the Status of the Purchase Item:
    • Purchase Orders Sent - Where Purchase Items are to skip actually sending the Purchase Order(s) to the supplier(s), will then allow a supplier to mark as delivered for the purchase items and/or the buyer to Receipt the order
    • Delivered - Where Purchase Items skips sending the Purchase Order(s) to the supplier(s), and marks the Purchase Item(s) as delivered. This will then allow the Buyer to Receipt the order.
    • Receipted - Where Purchase Items  skips sending the Purchase Order(s) to the supplier(s), and marks the Purchase Item(s) as receipted. This will then allow the Supplier(s) to Invoice the Purchase Item(s)
  • Click Confirm Exception (N.B. This can't be changed once submitted)