Create a purchase order

Address a purchase order to a vendor, add lines, send it, and track it through confirmation and receiving.

A purchase order is the committed order you send to a vendor. You can build one from scratch or have it created for you when you convert an approved requisition. Receiving against a PO happens in the warehouse and brings the material into inventory.

Create the purchase order

  1. Go to Purchasing > Purchase Orders and select New purchase order.
  2. Pick the vendor. Workcell pulls in the vendor's default billing address and payment terms.
  3. Add line items: choose the item, quantity, unit of measure, and unit price. If you leave the price blank, the item's standard cost is used. Line totals and the order subtotal recompute as you go.
  4. Set the expected date and any notes. Save. The PO is created in Draft.

A PO created by converting a requisition arrives already in Draft with the requisition's lines copied in, ready for you to review.

Send it and drive it forward

The available action is always the button in front of you, and it depends on the PO's status:

  1. Send issues the order to the vendor; it moves to Sent. A PO must have at least one line to send.
  2. Confirm records the vendor's acknowledgement; it moves to Confirmed.
  3. As goods arrive, receiving in the warehouse moves the PO to Partially received and then Received.
  4. Hold pauses a sent or confirmed PO; Resume returns it to where it was.
  5. Close finalizes a fully received order. Cancel withdraws one that is not yet closed.
Draft -> Sent -> Confirmed -> Partially received -> Received -> Closed
                     \___ Hold / Resume ___/
                 (Cancel available until Closed)

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