Purchase Order

This page covers the purchase order flow. Use it when the company is ready to buy from a vendor.

Before you start

• Confirm the vendor exists.
• Confirm the items, taxes, and units are set up.
• Confirm the buyer role has access.
• Confirm the approval path is clear if approval is required.

What the screen tracks

Field	Meaning
order_number	Purchase order number
vendor_name	Vendor name
address	Vendor address
date	Order date
memo	Notes
vendor_bill	Vendor bill reference
contact_person	Vendor contact
term_name	Payment term
incoterm_name	Incoterm
approval_status_name	Approval state
po_type	Purchase order type
currency_name	Currency
department_name	Department
exchange_rate	Exchange rate
class_name	Class
location_name	Location
job_card_id	Job card id
job_card_no	Job card number
base_period_name	Base period
vendor_ref	Vendor reference
purpose	Purchase purpose
procurement_person	Buyer
received_date	Received date
vendor_price_ref	Vendor price reference
vendor_price_expiry_date	Vendor price expiry
employee_name	Responsible employee
is_resubmit	Resubmit flag
is_accounting_approval	Accounting approval flag
status	Status
order_details	Item lines
account_details	Account lines
lc_details	LC details
user_note_details	Notes
relationship_details	Related contacts

What to notice on the purchase order screen

• The vendor and order date are at the top.
• The summary panel shows totals on the right.
• The item grid sits under the tabs.
• The approval state tells you whether the order is ready to move on.

Related pages

• Procurement Overview
• Supplier Quotation
• Item Receipt
• Enter Bill
• Vendor Payment

Example

A procurement officer places an order for raw materials. The order stores the vendor, the terms, and the expected receipt date. The team then uses it to receive items and match the bill later.