Why this process matters
In a project-driven business, this process should not sit in an isolated spreadsheet or inbox. The objective is to preserve the link between the original requirement, authorization, transaction and project record so teams can see status and responsibility without rebuilding the history manually.
What a practical ERP workflow should include
Recommended control points
Use clear ownership, approval limits, revision history and project references. Quantities, prices and status should move forward from the approved source record rather than being retyped at each stage. Exceptions should remain visible so users can distinguish pending, approved, partially completed and closed transactions.
Connecting the workflow
The strongest ERP setup connects this process with the surrounding commercial, procurement, inventory, project, finance and reporting records. That creates an audit trail and gives management a current view instead of a month-end reconstruction.