Start with the work.
Build the right scope.

Bring in the people responsible for the budget, access and ongoing ownership. Finance and IT can review the same request with different questions in view.

Start with the reason, the expected commitment, the owner and the team that needs the purchase. Add enough context for a reviewer to understand the next decision.

Begin with a defined request type and a clear review path. Foundation keeps that first scope focused, with room to extend the handoff later.

Carry the request reference into the purchase order and compare the invoice with the agreed record. Keep the amount and review context together at each handoff.

Define which context each destination needs: the accounting record, a review prompt, purchase authority or a structured export. Shape the handoff around that responsibility.

Outline the request types, reviewers and handoffs involved. A focused walkthrough can distinguish one workflow from a cross-team rollout before scope and pricing are agreed.