To start diagramming the Quote phase create its milestone just like the Request phase.Ĭontinue adding the required shapes until your diagram is complete. To do so drag and drop the milestone shape and rename it. Repeat this to create the Authorize Request task.Īt this point, the Request phase of the process is finished and it is necessary to include its milestone. Use the Pie Menu displayed from the start event, with this option the task is automatically connected to the start event:.Drag and drop the task shape and connect the start event to it.

The next step is the first task: Create Purchase Request. Drag and drop the Start event into the lane of the participant that starts the process, in this case, the Applicant: Drag and drop the lanes in the pool and name them as explained before.Īll processes must have a Start event from which the process begins. To add any element to the diagram you can drag a drop them from the Palette on the left. Therefore, you should add 3 lanes in the pool with their respective names. Each participant is represented by a lane. In this case, there are 3 participants: the applicant, the boss, and the purchasing department. Now before adding shapes to the diagram, identify the main roles (or resources) related to the process. The first thing you see in a new model is a diagram with an empty pool:Īs a good practice, the pool has the same name as the process, to change the name of any element double-click it, press F2, or right-click it and select Edit text from the display menu. To model the Purchase Request process, open Bizagi Modeler desktop application. The Purchasing department selects a supplier and generates a Purchase Order that is sent to the selected supplier and saved in the company´s ERP. Quotations are selected according to the delivery date, price, and quality. Once the request has been approved, quotations are requested by the Purchasing department, to have the appropriate number of potential suppliers.

If the boss does not, the request is escalated to his/her boss, and so on. If the request is approved, the process evaluates if the boss has the level of authority to approve the amount.

The boss may approve the request, request changes, or reject it. According to the price of the request, it needs approval from their boss. The Purchase request process begins with the identification of products or services needed by the applicant.

Bizagi flowchart