Page Comparison

Purchase Orders

The Purchase Order screen allows the user to create and manage Inventory. Purchase Orders require a Vendor and a Warehouse, Equipment from the Warehouse can then be added to the Purchase Order. The Purchase Order number can be configured with the ALLOW_CUSTOM_PO_NUMBER.

The Basics

• Required Fields:
  • Status - The status of the Purchase Order will allow Inventory Managers to sort Purchase Orders more easily. The Workflow Rules will give the User some more insight into how the Statuses control the Purchase Order process.
    • Pending - The Pending status is meant to be used when a Purchase Order is being built, but before it sent to the Vendor. This status allows for internal processes like approvals from internal organizational business practices to go through. If the Purchase Order or Equipment on it is declined at any point before the Purchase Order is sent to the Vendor, they can be edited by the Inventory Manager.
    • Open - The Open status is meant to be used once the Purchase Order has been sent to a Vendor and the User is waiting on the Equipment to be shipped. Once the Equipment is received it can be brought into Inventory from the Purchase Order.
    • Closed - The Closed status can only be set once all the Inventory is received on the Purchase Order. This status lets Users know that the Purchase Order has been addressed and all the Inventory is received.
  • Created Date - The Created Date field will let Users know when the Purchase Order is created.
  • Warehouse - The Warehouse field will auto-populate with the Master Default Warehouse. Once the Purchase Order is created this field becomes read-only.
  • Vendor - The Vendor is required because the Purchase Order will be limited to only valid Equipment Catalogs associated with the Vendor.
• Other Fields:
  • Vendor Order Number - This field can be used to match up an Order Number from the Vendor onto the Purchase Order so the Order Number can be quickly found. If a Vendor uses a Blanket Order Number, then a User can click the icon below to apply the order number defined by the Vendor.

• • Atten (Attention) - This field allows the User to select a Contact associated with the Vendor.
  • Approved By - This field allows for the current User to mark that they have approved the Purchase Order. Your Organization can incorporate this into its individualized Workflow if desired and impose Custom Logic to ensure that Workflow is followed.

Purchase Order video

Introduction to the basics of Purchase Orders.

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Purchase Order Form Buttons

Remarks

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