Purchasing & Procurement
From requisition to receipt to invoice
The full procurement lifecycle — requisitions, approvals, purchase orders, receiving, invoice matching, and returns. Multi-level approvals, 3-way matching, and automatic GL posting so nothing falls through the cracks.
How it works
Procurement in PulsePlant is a single, connected workflow. Requisitions route through dollar-threshold approvals automatically. Approved requisitions convert to purchase orders in one click. POs get sent to suppliers by email, print, or PDF. Receipts update inventory and accrue the liability. Invoices match against the PO and receipt for 3-way verification before anything pays.
Requisitions can come from anywhere — a planner, an auto-reorder trigger, a work order, a turnaround plan. The approval chain respects your spending authority levels: up to $1,000 goes to the supervisor, up to $5,000 to the department manager, up to $25,000 to the plant manager, and so on. Auto-approval for routine low-dollar items keeps friction low.
Receiving supports full, partial, and over-receipts. Every receipt immediately updates inventory and posts an accrual entry (debit inventory, credit AP accrual) so the ledger reflects reality the minute goods hit the dock. When the invoice arrives, 3-way matching checks quantity, price, and items against the PO and receipt. Discrepancies flag for review. Approved invoices post clean to the trade payable.
Supplier performance tracking rates your vendors on on-time delivery, quality, and price. RMAs handle returns formally. Receipts management gives AP a dedicated workbench to close out every received-not-invoiced item before month-end.
Inside Purchasing & Procurement
Dedicated sub-modules that go deeper on specific workflows.
Receipts Management
Close the loop between receipts and invoices
An AP workbench for matching supplier invoices to goods receipts. Aging analysis, supplier breakdowns, bulk matching — keeps the received-not-invoiced backlog small and month-end close fast.
Supplier Settings
Standardize terms and compliance across every vendor
Central configuration for the supplier records everyone uses — managed payment terms, required document types, expiration reminders, and notification groups.
What you get
Dollar-threshold approvals
Multi-level chains route requisitions and POs to the right approver based on total value.
Requisition to PO in one click
Convert approved requisitions to purchase orders — line items, supplier, pricing all carried over.
Send POs any way
Email directly to the supplier, generate a PDF, or print for mailing. Template per supplier.
3-way matching
Quantity, price, and item consistency across PO, receipt, and invoice verified before payment.
Partial receipts
Receive what shipped, leave the rest open. Status transitions automatically as lines close out.
PDF invoice parsing
Drop a supplier invoice PDF and the system extracts number, date, lines, and totals for review.
RMA workflow
Return defective or wrong items with a formal RMA, tracked through credit or replacement.
Supplier performance
On-time delivery, quality, and price competitiveness tracked across every order.
Auto GL accruals
Receipts post accrual entries immediately so month-end close doesn't chase uninvoiced receipts.
Common ways it's used
Works alongside
All modulesInventory & Stores
Parts where you need them, when you need them
Multi-store inventory with real-time stock levels, reservations, cycle counting, ABC classification, and auto-reorder. Built for plants that can't afford a stockout on critical parts — and can't afford dead stock sitting on shelves.
Finance & General Ledger
Operations posted straight to the ledger
Every work order, purchase order, receipt, and inventory move posts clean GL entries automatically. Chart of accounts, budgets, cost variances, manual adjustments, and a configurable rule engine that translates plant activity into proper accounting.
Work Orders
From request to close-out, nothing dropped
The operational backbone of the plant. Every maintenance activity runs through a single lifecycle — from the first request through assignment, execution, verification, and closure — with labor, parts, and costs tracked the whole way.
Reports & Analytics
Operational insight, delivered on schedule
A complete reporting engine — ten built-in operational reports, custom templates, scheduled automated delivery, and client-specific custom reports for accounting, procurement, and maintenance workflows.
See Purchasing & Procurement on your data
A 30-minute walkthrough, configured with your equipment, your locations, and your workflow.