Procurement


Procurement Process Templates



From supplier reference checks to quotation requirements, many common procurement processes can be easily managed within Jira Service Desk using these ProForma form and process templates. All templates can be found within the Template Library of the ProForma add-on for Jira, which you can try for free for 30 days.




Process: Business cards

Manage and respond to requests to order business cards for an employee.

Process: Business-use vehicle purchase

Manage and respond to requests for the purchase of new vehicles for business use only. A separate process is in place for the purchase of new vehicles for business and private use.

Process: Exemption from quotation requirements

Manage and respond to requests for exemption from quotation requirements, documenting why requirements cannot be met in a particular situation.

Process: Mixed-use vehicle purchase

Manage and respond to requests for the purchase of new vehicles for private and business use. A separate process is in place for the purchase of new vehicle for business use only.

Process: Procurement checklist

Provide a checklist to assist employees in understanding and complying with your procurement process including a strategy for assessing risk and procuring an item.

Process: Retroactive approval of unauthorized purchase

Manage and respond to requests to retroactively approve purchases which were made without the needed authorization so that the payment process can be completed. Allows Procurement to monitor and oversee unauthorized payments.

Process: Sole source request

Manage and respond to requests to purchase products or services from sole suppliers with supporting justification and documentation in place.

Process: Supplier reference check

Conduct a reference check as part of the tender process to ensure a potential supplier's performance record.

Process: Supplier set up

Record supplier information in order set up payment arrangements.

Process: Supplier terms variation

Manage and respond to requests to vary the terms of a supplier agreement.


These process and forms templates are available through the ProForma forms
add-on for JIRA Software and JIRA Service Desk.