PURCHASING & PRE-SPEND CONTROL

Govern purchasing before spend is committed

Bring requisition, approval, sourcing and governed purchase-order release into one controlled process while Tally remains the ERP system of record.

Procurement Requisition and Approval workflow from governed purchase request through policy checks, delegated approval, controlled buyer release and purchase-order creation in Tally

Guided requisition entry
Completeness and policy validation
Configured approval routing
Governed supplier sourcing

BUSINESS PROBLEM

Informal purchasing demand is hard to govern

Purchasing demand often begins in messages, email or verbal instruction. Procurement then has to reconstruct the requirement, authority, destination and urgency before a purchase order can be governed.

WHAT IT DOES

Bring the complete purchasing decision into one flow

STRUCTURE THE REQUIREMENT

Guided requisition entryStock/non-stock requests with company/location, urgency, attachments, drafts and resubmission.
Completeness and policy validationValidate mandatory context, policy snapshots, duplicates and justification before routing.

GOVERN THE DECISION

Configured approval routingRoute sequential or parallel approvals with authority, delegation, escalation and amendment control.
Governed supplier sourcingCompare supplier options and record controlled overrides and sourcing decisions.

RELEASE AUTHORITY SAFELY

Material-change reapprovalVersion amendments and reapprove material changes to supplier, quantity, price or destination.
Controlled PO release and visibilityGroup or split approved demand, release it safely to Tally and keep status visible.

PRODUCT EXPERIENCE

One control centre from requisition to governed release

See requisitions, approvals, sourcing decisions and controlled release work in one prioritised view.

PROCUREMENT CONTROL

Approval, sourcing and release queues at a glance

Prioritise requisitions by state, owner and SLA, with supplier decisions, budget holds and release failures visible before the next action.

One prioritised control centreRequisitions, approvals, sourcing and controlled release work stay visible in one queue.
Approval and sourcing state at a glanceOwners, SLA attention, supplier decisions, budget holds and returned requests remain explicit.
Controlled release with safe failureAuthorised purchase orders enter the release queue while integration failures remain visible and retryable.

OPERATING MODEL

Purchasing authority before commitment.

Requirement, policy, approval and sourcing decisions remain visible through controlled PO release and downstream context.

Procurement Requisition and Approval operating model from governed request through delegated approval, controlled buyer release and acknowledged purchase-order creation in Tally — Inputs or supports
BUSINESS REQUIREMENT
Central decision or stages
GUIDED REQUEST; POLICY VALIDATION; APPROVAL ROUTE; SOURCING DECISION; PO RELEASE
Exception route
MATERIAL CHANGE
Outcomes and resolution
AUTHORISED PO
Feedback
Release status and downstream purchasing context

WHAT CHANGES WITH PRISM

From informal requests to controlled purchasing

Prism brings requisition capture, policy checks, delegated approval and controlled release into one auditable workflow before the resulting purchase order is created in Tally.

Procurement Requisition & Approval without and with Prism
Without Prism	With Prism
Calls, messages and verbal requests	One structured requisition
Missing information discovered during buying	Mandatory context and policy validation before routing
Approvals chased manually and authority held in personal knowledge	Visible owner, status and configured approval bands
Buyer activity begins before approval is complete	Approved demand enters a controlled buyer queue
Supplier or material changes occur outside approval	Governed override, amendment version and reapproval
Urgent buying and final Tally PO lack process visibility	Explicit urgent path and traceability from request through release

WHERE IT FITS

Demand becomes governed purchasing authority

Capture operational need, apply approval and budget authority, and create a controlled purchase handoff without allowing demand to bypass governance.

CONTROL POINT

Procurement Requisition & Approval

Every purchase starts with visible need and authority.

PLANNING DEMANDForecastingProvides expected demand and shortage context.STOCK NEEDWarehouse ControlSurfaces replenishment and operational inventory need.RECEIPT HANDOFFGoods Receiving & GRNCarries approved purchase context into receipt.INVOICE CONTROLInvoice Matching & AP ControlSupplies the purchasing basis for invoice matching.APPROVAL ROUTINGException & Workflow EngineApplies ownership, authority and escalation paths.

EXECUTIVE INTELLIGENCE CONNECTIONS

See how buying demand is progressing — and where approvals need intervention.

Connect requisition intake, policy decisions and PO readiness in one focused management view.

Procurement Requisition and Approval management view showing requisition position, an approval queue and approval-and-release outcomes — WHAT SPEND IS FORMING?: Open requisition value; Pending spend; Urgent requests. ARE APPROVALS MOVING?: Approval backlog and timing; Returned/rejected requests; Reapproval. IS RELEASE CONTROLLED?: Supplier overrides; PO release status; Buyer workload

Explore Executive Intelligence

Bring purchasing demand under control before it reaches Tally.

Structure every request, approval and sourcing decision, then release authorised purchase orders to Tally with visible control.

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