CSV · NO SIGNUP
Procurement Migration Checklist
Move one bounded purchasing scope from Excel, email and WhatsApp while preserving historic evidence.
WORKED EXAMPLE · SYNTHETIC DATA
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| Migration task | Scope | Owner | Source location | Target workflow | Due date | Validation evidence | Status |
|---|---|---|---|---|---|---|---|
| Select pilot | One department and recurring purchase type | Operations owner | Current process map | Request through invoice evidence | — | Approved pilot scope | Planned |
HOW TO USE IT WELL
- 1Do not migrate every historic purchase on day one.
- 2Preserve source files and assign owners to active supplier and item records.
- 3Define requester, approver, sourcing, receiving and invoice roles before switching.
- 4Review exceptions after the first real purchase before expanding.
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Purchase Requisition Generator
Capture the need, purpose, budget context and required-by date before sourcing begins.
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