Purchase Orders

Before you start

• Sign in to the correct company.
• Confirm your role and company subscription allow this module.
• Complete required master data in connected source modules before starting a transaction.
• Use demo or authorized data while learning.

Workspace map

1. Create and save draft purchase orders

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Add multiple supplier product lines

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Use consumption and minimum-stock context

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Confirm orders with manager controls

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Track draft, approved, receiving, completed, and cancelled states

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Hand confirmed orders to the GRN workspace

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

1. Create and save draft purchase orders
2. Add multiple supplier product lines
3. Use consumption and minimum-stock context
4. Confirm orders with manager controls
5. Track draft, approved, receiving, completed, and cancelled states
6. Hand confirmed orders to the GRN workspace

Related procedural guides

Troubleshooting

• If an action is not visible, check role, permission, record status, and plan entitlement.
• If data is missing, correct the source module and refresh this workspace.
• Read the validation message before retrying; an approval or configuration step may be required.
• Do not bypass protected correction or reversal by creating a duplicate record.