Arrival registered: The function is available on purchase order in status 'Confirmed' or 'Received'. Purchase orders can be registered on arrival. This will give you an overview of arrived purchase orders on which no goods receipt has been made. Arrival-registered purchase orders can be filtered out in the filter 'Status’. Upon arrival registration, an e-mail will be sent to the person who ordered the order as well as to the person who stands as 'Our ref'. Arrival-registered orders are indicated by an [A] in the purchase order list.
Quotation Request: Support for RFQ (Quotation Request). It is recommended to include RFQ as a separate step in the workflow for IO so that you can easily filter out IOs that are out for tender collection. Example: [Requirement]> [RFQ]> [Ready to Order].
+ Document: Documents can be uploaded/linked to the order.
Ordered: The button is available on a purchase order in the status ‘Requirement'. When the order is set to the status 'Ordered', the 'Order date’ and 'Ordered by' (logged in user). Buttons for, among other things, 'Goods receipt' and 'Confirmed' will be available, and it is no longer possible to select/click on the 'E-mail' button, see details below.
Email: The button is only available on the purchase order in the status 'Requirement'. Via this functionality, an e-mail is created to the supplier with the purchase order as a pdf-attachment (uses standard pdf purchase order printout). The sender address will be the 'Sender address' set in the 'System settings'. Note: For users who do not have access to set a purchase order to status 'Ordered', this button will be hidden.
Confirmed: The button is available on a purchase order in the status 'Ordered'. This status is usually used / set when the supplier has confirmed the order.
Reception: The button is available on a purchase order in the statuses 'Ordered' and 'Confirmed'. Note: It is possible to set up that it should only be possible to receive goods when the purchase order is in the status 'Confirmed'. This can be activated in 'System settings - Purchasing' 16.1.0 System Settings
+ Invoice control: Created from the purchase order in the status 'Received'.
Edit: For example, new purchase order lines can be added to a purchase order.
Copy: The entire purchase order, including order lines can be copied.
Cancelled: In any of the statuses ‘Requirement’,'Ordered' and ‘Confirmed’, an order can be cancelled.
Status buttons to move the order forward or back in the workflow status, as well as goods receipt (and partially received) are in this screen.
Note when receiving goods, if you receive more than ordered, you will get an error message unless you enter the number received with a decimal place. As an example: If you have ordered 1 pc. and receives 2 pcs. the number must be entered as 2,0 to avoid error message.
Approved: The order can be set to ‘Approved’ status when all the purchase order lines/order have been invoice-controlled. Approved orders cannot be edited. Note: In ‘Admin’ → ‘System settings’, an email address is set up for notification of approved purchase orders.
Note! All status changes after 'Ordered' are permanent and can not be added to the work flow. The workflow can be set up for status changes up to 'Ordered'.