Purchase Orders

Navigate to Purchase Orders

Select Add Purchase Order

Fill in the required information

Select Submit to complete or **Save as Draft **to save the record without submitting. 

Select a purchase order

Select a tab to view more information

Navigate to References

Select a reference type

References: Link related system records to the purchase order for traceability and cross-reference.Attached Documents: Upload supporting files associated with the purchase order, such as quotations, contracts, specifications, or other documentation. 

Select Add

Fill in the required information

Select Link to complete or Cancel to exit without saving changes. 

Select a status

• Vendor Acknowledged: Mark the purchase order as acknowledged by the vendor.
• Mark as Completed: Mark the purchase order as completed once the procurement process has been fulfilled.

Confirm the status change

Select an approved Purchase Order

Select Create Invoice

Selecting Create Invoice opens the invoice creation screen in the Accounting module, where you can enter and manage the invoice details.

Fill in the required information

Select Submit to complete, Save as Draft to exit and save changes, or Cancel to exit without saving changes. 

Select a submitted review

Select an approval decision

• Approve: Confirm that the purchase order is approved and can proceed for fulfillment.
• Reject: Decline the purchase order and prevent it from proceeding for fulfillment

Select the ellipsis in the Action column

Confirm the action