PROCESS FLOWS > Purchase Order Process

Purchase Order Process

Once a company has implemented the material module of the system, the Purchase Order option is the primary point of entry for all new inventories (with few exceptions). Purchase Orders (P/O) are typically created following a Requisition. The P/O will detail all of the part's requirements as well as the information for the Vendor that will be providing the requested component(s).

The Purchase Order (PO) window allows for the creation and update of a Purchase Order on the system. The window will only show open Purchase Orders that the current user ID has created. The Purchase Order Supervisor option will show all open Purchase Orders regardless of User ID that created them.

The following process flow is a general guide for the configuration, creation, and closing of the Purchase Order life cycle. This life cycle may vary depending on each user and their company's customized protocols.

The process flow is broken up into three sections:

• Switches and Configuration
• Manually Creating Purchase Orders
• Automatic Purchase Order Triggers