Managing Purchase Orders
Managing Purchase Orders
Menu > Help Desk > Purchase Order
The list of POs with their status is displayed in the grid below on the same page:
COLUMN NAME | DESCRIPTION |
Purchase Order # | Purchase Order # will be listed in this column, User can filter the PO through PO#. |
Purchase Order Date | The created date of Purchase.Order |
Vendor | Vendor assigned to buy the supplies from.. |
Delivery Date | Date on which delivery is required |
Delivery Location | Location specified for delivery of supplies. |
Payment Terms | Payment terms applicable to the PO. |
Status     | Purchase Order status as displayed in the grid is described below, Save as Draft: PO is saved as draft and is editable. Mark as Sent: PO has been created and sent for approval. Mark as Sent (Pending): PO sent for approval and is pending.  Mark as Sent (Approved): PO has been approved. Mark as Sent (Rejected): PO has been rejected. |
PO value (without Tax) | The overall value or total amount to be paid for a given PO excluding taxes. |
PO value (with Tax) | The overall value or total amount to be paid for a given PO including taxes. |
Balance Value (without Tax) | The overall value or total amount excluding taxes to be paid for a given PO when a certain quantity of goods has been received. |
Balance Value (with Tax) | The overall value or total amount including taxes to be paid for a given PO when a certain quantity of goods has been received. |
PO Status: This column displays the status of goods received against a PO:
Pending: When no quantity received in received goods interface.
Partially Received: When quantity is received partially.
Received: When the whole PO quantity is received.
Force Close: When no GRN is created and PO is required to be closed
Force close (Partially Received): When partial GRN is created and the pending PO needs to be closed.
If PO Status is pending and Status is in draft, PO cannot be force closed
If PO is approved and no GRN is created, force close can be done
GRN is made and is partially received so force close (partially receive) can be done.
If PO is rejected, print option gets disabled.
If Status is marked as sent and pending and GRN is also pending (PO Status), then Edit, Print and Force Close are disabled.
There are few buttons on the top right corner of the grid which hold certain functionalities:
Add button is used to add a new Purchase Order.
Select a PO from the grid and click on the Eye button to view the Purchase Order.
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