Purchase Order Approval Process

Purchasing Approval Process: (schedule this task Monthly on the 26th)

• In-service Titan go to reports go to bottom and hit legacy reports & select purchase order reports

• Select your vendor and date range of purchases which is in conjunction with supply house report.

• Select your Business Unit

• Print the report

• Make sure all supply house entries are correct price for the right job etc.

• Then sign the Purchase order report and give to Michelle this will mean you approve these purchases and she can pay it

• Then open Supply house portal & compare the same data in the date range with Service Titan

• If the technician do NOT enter the PO then you do it then contact the technician and tell them that they did not do their job and to let them know you did it this time and they need to do a better job.