About Purchase Order Status

This functionality is new as of version 4.0.

The Status of a Purchase Order indicates where it is in the Procurement Process; and, it dictates what functionality is available on the ‘Purchase Order Details’ screen.

  • Following is a list of the 5 Purchase Order Statuses:

Status

Description

Status

Description

Cancelled

Incomplete

  • When 'Receiving' is started, the status transitions to ‘Incomplete’.

  • Refer to Start Delivery.

New

  • This is the initial status of a Purchase Order.

  • 'New' Purchase Orders are created via the 'Product Reorder' screen, or the 'Purchase Order Search' screen.

  • Purchase Order Items can be added to Purchase Orders while it is in the 'New' status.

  • Refer to Create Purchase Order.

Received

  • When all Purchase Order Items are Received and/or partially Canceled, the Purchase Order Status transitions to ‘Received’.

  • After the Purchase Order reaches this status it is not editable.

  • Refer to:

Sent

  • When the Purchase Order is sent or printed, the status transitions to 'Sent'.

  • Refer to Send Purchase Order.