Purchase Orders

A Purchase Order (PO) is the order you send to a supplier once an RFQ award is approved or a direct Purchase Request clears review. It commits the spend and tells the supplier exactly what to deliver, at what price.

As the buyer, you issue the PO (assigning your ERP's PO ID where required), and it may route through an internal approval step first. For buyer-managed suppliers, you also record the PO as sent and accepted on their behalf. After delivery is complete and the PO closes, you rate the supplier's performance. From here, work moves on to Goods Receipt.

flowchart LR
    A[Issue PO] --> B[Approve PO]
    B --> C[Sent to supplier]
    C --> D[Supplier accepts]
    D --> E[Goods Receipt]
    E --> F[Evaluate supplier]

Guides

• Issue a Purchase Order: Assign an ERP PO ID and send the Purchase Order to the supplier.
• Approve a Purchase Order: Review and approve or reject a purchase order awaiting approval.
• Mark PO as Sent to Supplier: Record that a PO was sent to a buyer-managed supplier on their behalf.
• Accept a PO on Behalf of a Supplier: Record a buyer-managed supplier's acceptance of a purchase order.
• Evaluate Supplier Performance: Rate a supplier's fulfillment after a purchase order closes.