About Procurement

Procurement in UniCMMS links your organization to external partners and the documents that follow money and material—businesses, purchase requests, purchase orders, receipts, requests for quotation (RFQs), and related records.

This area of the Help Center focuses on how to work in the Procurement space in the product, starting with the Businesses module as the shared directory for every site.

What you will find here

• Businesses (global directory) — the organization-wide list of suppliers, vendors, contractors, and regulators; how it stays consistent across sites; and how to add, edit, or delete a business record safely.
• Purchase Requests — internal material and asset asks (site-focused), create / edit / delete, and how to approve or decline with automatic Reviewed At / Reviewed By.
• Requests for Quotation — competitive RFQs to suppliers (create / edit / derive / approve / generate PO / delete) and the bidding bridge from demand toward purchase orders.
• Purchase Orders — create / edit / validate / delete POs, additional costs on a PO, and the link from commitment to receipts and inventory.
• Ordered Items — site-wide fulfillment list for validated PO lines; create receipts, add to draft receipts, and sync rules for inventory and PO status.
• Receipts — formal delivery and acceptance records; create (including manual), edit, delete, approve—inventory trigger and audit trail.

Additional procurement topics will appear under Procurement in the sidebar as they are documented.