Purchase Order Statuses Overview

This article provides an explanation of all the different Purchase Order statuses.

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Purchase Order Statuses allow users to identify a PO's position in the purchasing workflow.

The Purchase Order Statuses are as follows:

Ready - The PO has been created. No other actions have taken place.
Ordered - The PO has been ordered. This status can be set manually by editing the PO, by selecting Action > Order, or by printing or emailing the PO if the "Change status on print?" setting is turned on, or when generating a Purchase Request into a Purchase Order if the "Auto Email Ready POs?" setting is turned on.
Receiving - At least one line item, or a portion thereof, has been received via Action > Receive.
Completed - On all Line Items, the Quantity Requested matches the Quantity Received.
Invoiced - All Receipts have been invoiced via Action > Invoice, including an Invoice No.
Canceled - This status is used if the Action > Cancel option has been selected on a Purchase Order. It means the Purchase Order will not be utilized.

In regard to the Ordered Status, the "Change status on print?" and "Auto Email Ready POs?" settings are controlled by local administrators.

To change the "Change status on print?" setting, do the following when logged in as a local administrator:

To change the "Auto Email Ready POs?" setting do the following when logged in as a local administrator:

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Purchase-Order-Statuses-Overview

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