Purchase Orders - Purchase Orders Reference

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PO Toolbar

• Edit: Access the Edit Purchase Order Toolbar.
• Deactivate (Delete) PO: Deactivate or delete the PO.
• Generate PDF: Generate a PDF of the PO.
• Copy: Creates a new Request PO with the PO information copied over.
• Add Note: Attaches a note to the PO. You can optionally choose an expiration date for the note.

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Edit Purchase Order Toolbar

• Cancel Editing: Cancel editing.
• Draft: Save the changes the the PO as a draft.
• Submit: Submit the PO for approval.
• Clear: Clear all information from the PO.
• Save Only: Save the PO, but not submit it for approval.

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Other PO Toolbars

• Deactivated PO: No buttons show up because this PO is closed. You may be able to Copy to create a new PO request with the same information, but otherwise you can not edit this PO.
• RUSH ORDER PO: A PO that is labeled as a rush order.
• Open PO that can be resent or closed.
  • Close PO: Close the PO.
  • Re-send: Re-send the PO to the vendor.
• Request Purchase Order: You will only see these if you are in a role that can approve or reject POs.
  • Approve: Approve the PO.
  • Reject: Reject the PO.
  • Add Approver: Add another person as an approver of this PO.

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PO Vendor Information

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General Information

• Status: Shows the current PO status.
• Rush Order (Optional): Check the box if the PO should be a rush order.
• Vendor Ack (Optional): Check the box if the vender has received and confirmed the PO details.
• International (Optional): Check box for international shipments.
• Direct Ship (Optional): Check box for direct shipments.
• Order Date: Defaults to the date you began creating the PO.
• PO Type (Optional): Choose either Service or Standard.
• Issued By: Autofills with the PO creator (you).
• FOB: Autofills with the Part’s Free On Board (FOB) point, where ownership and liability transfer.
• Tax Status: Choose either Exempt or Taxable.
• Credit Terms: Autofills with terms set by the vendor.
• Paid via: Choose the PO’s payment method.
• Priority (Optional): Signals this PO as Low, Medium, High, or Urgent priority. This provides visibility for other teams to prioritize or track processing accordingly.
• Linked Orders (Optional): Choose PO’s to link.

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Delivery Information

• Delivery Location: Choose a PO delivery location from the list of available options.
• Attention to (Optional): Input the direct recipient’s name, if applicable.
• Date Required: Input the requested delivery date.
• Delivery Date (Optional): The expected date for the PO’s delivery. Autofills from Date Required.
• Follow-up Date (Optional): Choose a date for reviewing the PO’s status, used for tracking on PO detail reports.
• Ship Method (Optional): Choose freight method if needed
  • Example FOB: PPD/NC = Prepaid, no charge (no shipping method required).
• Tax Total: Total tax paid for this PO. Autofills based on vendor details.
• Freight Total: Total freight costs paid for this PO. Autofills based on line items.
• Tariff Total: Total tariffs paid for this PO. Autofills based on line items.
• Material Total: Total material cost (all ordered items) for this PO.
• Overal Total: Sum of Tax + Freight + Tariff + Material totals.
• Total vs STD %: % difference from the standard total (year-to-date).
• Total vs STD: $ difference from the standard total (year-to-date).
• Annual Change: Yearly variance in overall total.