Warehousing and Procurement

Designing Automated Approval Systems for Internal Purchase Requests

A working programme in automated purchase approvals for managers who have to deliver with existing resources.

  • 5training days
  • 4modules
  • 8sessions
  • 32topics
View packages and pricesCourse outline
Designing Automated Approval Systems for Internal Purchase Requests
5days

About the programme

Course Overview

Savings claimed on automated purchase approvals at signature are frequently lost during execution. Inventory tied up in this part of procurement and supply operations is capital the organisation cannot use elsewhere. Benchmarking exercises repeatedly place the practice within procurement and supply operations among the areas with the widest performance spread. Teams frequently over-invest in documenting automated purchase approvals and under-invest in testing it. The programme suits teams tackling this part of procurement and supply operations together as readily as individuals attending alone. Participants test their assumptions about this aspect of procurement and supply operations against scenarios designed to break weak ones. The course gives participants a defensible structure for automated purchase approvals and the judgement to adapt it. The result is the confidence to make and defend decisions about the practice within procurement and supply operations under scrutiny. Participants leave with a plan for the wider procurement and supply operations agenda sized to what their organisation can realistically absorb.

Expected Learning Outcomes

  • Apply sustainability and ethical sourcing criteria to automated purchase approvals.

  • Negotiate payment terms on automated purchase approvals that improve cash without damaging supply.

  • Plan the handover of automated purchase approvals so that capability is not lost when key staff move on.

  • Establish traceability from supplier through storage to point of use for automated purchase approvals.

  • Adapt recognised practice on automated purchase approvals to local constraints without hollowing it out.

  • Design contract terms for automated purchase approvals that make performance measurable and enforceable.

  • Review contracts and agreements for the obligations they create around automated purchase approvals.

Who Should Attend

  • Warehouse and stores managers operating automated purchase approvals.

  • Engineering and maintenance staff specifying requirements for automated purchase approvals.

  • Quality staff verifying that automated purchase approvals performs as designed.

  • Finance staff reviewing spend and working capital in automated purchase approvals.

  • Managers in small and medium organisations who own automated purchase approvals alongside other duties.

  • Contract managers administering agreements covering automated purchase approvals.

Course Modules

Open any module to see its sessions and topics.

01

Automated purchase approvals: continuity, risk and single points of failure

2 sessions · 8 points

Session 1The cost of automated purchase approvals and how to present it

  • Check the delivery terms and customs classification applied to automated purchase approvals.
  • Review whether inventory policy on automated purchase approvals still matches actual demand.
  • Segment spend on automated purchase approvals by value and supply risk before choosing an approach.
  • Identify single-source dependencies in automated purchase approvals and cost the alternatives.

Session 2Writing a specification for automated purchase approvals suppliers can price accurately

  • Apply ethical and environmental criteria to supplier selection in automated purchase approvals.
  • Identify the data already collected that bears on automated purchase approvals.
  • Set out how exceptions to automated purchase approvals are requested and approved.
  • Assign responsibility for keeping documentation of automated purchase approvals current.
02

Automated purchase approvals: sourcing strategy and market approach

2 sessions · 8 points

Session 1Releasing working capital trapped in automated purchase approvals

  • Distinguish symptoms from causes when automated purchase approvals underperforms.
  • Establish who is informed, consulted and accountable in automated purchase approvals.
  • Validate claimed savings on automated purchase approvals against actual invoiced spend.
  • Define measurable service levels in the contract covering automated purchase approvals.

Session 2Documentation and customs treatment for automated purchase approvals

  • Evaluate automated purchase approvals on total cost of ownership across the full life.
  • Agree the escalation route when supply of automated purchase approvals is disrupted.
  • Map the physical flow of automated purchase approvals through receiving, storage and dispatch.
  • Agree the smallest change to automated purchase approvals that would be visibly useful.
03

Automated purchase approvals: supplier evaluation, award and contract terms

2 sessions · 8 points

Session 1Proving the savings claimed on automated purchase approvals were real

  • Close out actions on automated purchase approvals rather than leaving them open indefinitely.
  • Confirm that contractual obligations around automated purchase approvals are understood.
  • Identify single points of dependency in automated purchase approvals and reduce them.
  • Test the procedure for automated purchase approvals against a realistic scenario.

Session 2Laying out the warehouse around how automated purchase approvals actually moves

  • Negotiate payment terms on automated purchase approvals without pushing suppliers into distress.
  • Confirm that reporting on automated purchase approvals reaches the people who can act.
  • Record the rationale for each significant choice made about automated purchase approvals.
  • Identify where judgement in automated purchase approvals is legitimate and where it is not.
04

Automated purchase approvals: specification, requirement and demand

2 sessions · 8 points

Session 1Escalation and decision rights in automated purchase approvals

  • Verify segregation between requisition, approval and receipt in automated purchase approvals.
  • Set the consequence for failing service levels on automated purchase approvals, and apply it.
  • Write the specification for automated purchase approvals so two suppliers would price it the same way.
  • Review whether automated purchase approvals is aligned with the objectives of the supply function.

Session 2The decisions in automated purchase approvals that cannot be delegated

  • Identify slow-moving and obsolete stock inside automated purchase approvals and decide its fate.
  • Set escalation thresholds for automated purchase approvals that work out of hours.
  • Assess supplier financial health for critical elements of automated purchase approvals.
  • Build the internal briefing that explains automated purchase approvals to those affected.

Choose the package that suits you

Silver Package

At least 3 people

USD1,250
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Gold Package

At least 3 people

USD1,850
  • 5-night stay in a 5-star hotel
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Complete your registration

We will contact you within one business day to confirm.

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