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After the order has been placed, the Service Provider needs to send the Supplier a Purchase Order.


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View the Supplier PO page by clicking the PO number link on the Project PartsSupplier PO tab:

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Note

The Supplier PO tab will only appear when the Project Part has been ordered (has the status 'ordered'). 

The PO Number link will say 'Not yet issued' until the Supplier PO has been issued.


The Supplier PO page displays the purchase order details and provides the following functionality detailed below:

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Delivery

Date / Time

Date 

Include Page
Delivery Date / Time
Delivery Date / Time

Footer

Select the Footer type for the PO and add additional text as required

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. This text will Display between the PO details and the footer.

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View

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Preview the PO.

The Supplier PO page displays the purchase order details and provides the following functionality:

  • Set the delivery date
  • Select the Footer type
  • Preview the PO
  • Save the PO to approve later
  • Approve the PO

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Tip > Click Save before clicking View to see how the footer and additional text will look.

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Save the PO to approve later.

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Sends the PO to the Supplier.

Image AddedRevise the PO after approving it. Previously approved versions of the PO are saved and available to view under the heading Related POs. When you revise a PO the pre-revised PO is revoked, that is an email is sent to the Supplier cancelling the PO.

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Changes the status of the PO to 'archived', which means it can be viewed, but not edited. It will be available to view in the main menu: Financials > Supplier POs.


Tip

Tip > to return to the Project click the PO number / name

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For more information see Supplier Purchase Order Approval.

Either go to Purchase Order tab or click Approve

This takes to Purchase ORder tab

Click the link for the P you want approve

You can enter

  • delivery date
  • select Footer

You can Preview

Save to approve later

Approve straight

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