Purchase order approval system
Payment greater than £2,000 being requested from the office without either a purchase order or approval by Rob as per company policy
Automated checking of invoices against POs implemented; service team to amend POs/quotes when changes occur and confirm with customers prior to acceptance of additional work.
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Builds an evidence-based review from this NCL, status history, related NCLs, and relevant communications. The report is stored here and emailed to Luke, Rob and Michelle.
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| From | To | Changed At | By | Note |
|---|---|---|---|---|
| Initial | In Review | 2026-06-01 08:59:51 | management review | Transcript summary: PO approval/payment >£2k and PO/invoice mismatches discussed. Automated invoice-vs-PO checks have been implemented; service department to own and ensure POs and quotes are amended when scope/quantities change and that customers are informed. 2026-06-01: automation in place; Helen/service team to take ownership of PO/quote amendment process. Root cause check: partial - Automation addresses detection but process ownership and amendment discipline are still required to fully eliminate root cause. |
| - | Initial | 2026-04-13 16:40:01 | anonymous | - |