PO statuses

Status management allows you to know the stage of an order.

• Pending validation: The order has been created but not validated. This is the status for POs created automatically via a work order.
• Validated: The order has been accepted internally.
• Edited: The order has been printed and sent to the supplier. The corresponding PR changes to the processed status if all its lines have been issued via an order.
• Partial receipt: At least one line has been received, but lines remain to be received.
• Total receipt: All the lines have been received. The corresponding PR changes to the "Closed" status if all its lines have been received via an order.
• Closed: The order is closed manually or automatically upon total receipt.
• Canceled: The order shall no longer be taken into account. This status is irreversible.

To change the status of an order, see Changing the status of an element.

Also see Purchase request statuses.

 

PO workflow

Sending an order

A purchaser consults the purchase requests to be processed.

The purchaser creates an order for each supplier by combining purchase lines for that supplier possibly coming from several purchase requests.

 

Validating the request

The purchasing manager validates POs pending validation so that they can be sent to the supplier.
For order validation conditions, see Validating an order.

 

Issuing the order

The purchaser issues the order for sending to the supplier.
Depending on the means of transmittal indicated in the order, the order form is printed or sent by email as an attachment in PDF format; seeIssuing an order.

 

Receiving items

The items or services are then delivered by the supplier.
Upon each delivery, the quantities received are entered with the [Receiving] function.

Starting with the first delivery, the order changes status to "partial receipt" while the PR of the corresponding line changes to the "Receiving" status."
If all the lines are completely delivery, the order changes to the "Total receipt" status.

 

Closing an order

Once all the lines have been received, the order can change to the "Closed" status:

• Either by a user action,
• Automatically once receipt is total.

The action depends on the Settings of CARL Source.

 

PO cancellation

When an order is cancelled, the corresponding purchase request returns to the "To be processed" status.