Purchase Orders

10 articles

About Purchase Orders

Purchase Orders are part of the add-on Purchasing module. This feature is used to view, edit, approve, cancel, and create purchase orders for vendors as well as view the history of inventory received…

Updated by Cheryl Wallace

General tab for Purchase Orders

This is the default tab. It displays the identifying information, state of the purchase order, shipping details, and the associated purchase requisition if one exists. Use this tab to find or create…

Updated by Cheryl Wallace

Details tab for Purchase Orders

The Details tab is used to review purchase order line items before flagging the purchase order as being ready to approve. The information shown by default is populated by the Details popup window from the Create Requisition page if it was used to generate the PO.

Updated by Cheryl Wallace

Approvals tab for Purchase Orders

If an approval process has not been defined for purchase orders, any PO set to Ready to Approve and saved will automatically be Approved without accessing the Approvals tab. When an approval process…

Updated by Cheryl Wallace

Creating a Purchase Order

Purchase orders (POs) can be initiated from an approved purchase requisition for one or more vendors, in bulk using the Reorder Worksheet , or a single PO can be created on this page. Click Purchasin…

Updated by Cheryl Wallace

Looking Up a Purchase Order

Click Purchasing in the left side menu bar, then click Purchase Orders. Enter any known information about the purchase order as a pre-filter. Click in the edit tool bar. If only one PO matches the…

Updated by Cheryl Wallace

Editing a Purchase Order

Usually a PO is edited to advance or change the status. Once a purchase orders order is approved, it is locked. Approved POs cannot be edited but they can be cancelled. Approved POs can also be unapp…

Updated by Cheryl Wallace

Canceling a Purchase Order

A purchase order can be cancelled at any point prior to receiving against the PO. Look up the PO to cancel under Purchasing > Purchase Orders. Click Cancelled. The Cancelled Date and Cancelled User f…

Updated by Cheryl Wallace

Approving a Purchase Order

If an approval process has not been defined for purchase orders, any PO set to Ready to Approve and saved will automatically be Approved. If no approval process has defined for purchase orders, Look…

Updated by Cheryl Wallace

Closing a PO Line Item

A purchase order line item can be closed to remove outstanding On Order quantities for a backordered part number. If the only remaining line is closed, this will close the entire Purchase Order. An entire Purchase Order can also be closed if it has been partially received.

Updated by Cheryl Wallace