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5.2. Purchase Order

5.2.1. Enter New Purchase Order
5.2.1.1. Purchase Order Item
5.2.2. List Unposted Purchase Orders
5.2.3. Post Purchase Order
5.2.4. Post Purchase Orders by Agent
5.2.5. Close Purchase Order
5.2.6. Reschedule Purchase Order Item
5.2.7. Change Purchase Order Item Quantity
5.2.8. Add Comment to Purchase Order

A Purchase Order is a written authorization used to formalize purchase transactions with Vendors. Purchase Orders and/or Purchase Order Line Items can have the following statuses:

  1. Unposted ("U"): This is the initial state a Purchase Order receives when it is first created. As long as a Purchase Order is unposted, it may continue to have additional Line Items added to it. The List Unposted Purchase Orders screen will display all unposted Purchase Orders.

  2. Open ("O"): The status of a Purchase Order after it has been posted.

  3. Received: The status of an open Purchase Order Line Item when the full quantity has been received.

  4. Partial: The status of an open Purchase Order Line Item when only part of the full quantity has been received.

  5. Closed ("C"): The final state of a Purchase Order after it has been closed.

Tip

A Purchase Order will remain open if at least one of its Line Items is open. Once all Line Items are closed, the Purchase Order will also be closed. To reopen a closed Purchase Order, simply open one of its closed Line Items.