Best way for placing orders (R&D IT teams)

Chloé Pilon-vaillancourt
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June 19, 2024

Hi guys,

I would just be curious about how you process this using Jira :

In our teams, we often need to place different orders to our PM. Instead of having multiple different excel files, e-mail, etc. we were trying to find a way on Jira to simply give this task to the PM and concentrate the info. Therefore, we thought of creating a customized issue named "Order" where the members of the R&D team can just fill up the useful informations (Supplier, attach the technical proposal if so, link to an order book, amount, etc.). Then they can track the developments of their orders on Jira (have been paid, waiting for approbation by the CFO, delivered, problems with deliveries, etc.). We are talking about small orders of 0-300$, sometimes prototypes but mostly just gears to do R&D (screws, cables, etc.) here and there.

However, if you have any other suggestions for a way to do this, I'd be curious to hear.

Thanks!

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