Purchase Orders
Requires.
- Enhanced Inventory enabled, and
- Inventory Management / Assignments permission anywhere.
A purchase order (PO) is a record that you've placed equipment on order with a vendor. Each PO has one or more line items (equipment + quantity), a vendor, a recipient (who the equipment goes to once it arrives), and a fulfillment state that tracks how much has been received against what was ordered.
What the page shows
A filterable, sortable list of every PO in the company. Each row is one PO. Clicking a row opens the detail page where you can receive items, edit line items, change status, and so on.
Filtering
The Filter button opens a side flyout. Available filters:
| Field | What it does |
|---|---|
| Sort By | Choose the order — by ID (default), created date, etc. Always shown first. |
| Per Page | 10, 25, or 50 rows. Always shown second. |
| Vendor | Narrow to a single vendor. |
| Status | Open (default) or Closed. |
| Fulfillment | All, Partial, None, or no filter. |
| Recipient | A specific user or location. |
| Date from / Date to | Created-date window. |
The filter button shows a red dot when any filter (other than Sort or Per Page) is set, and a Clear action resets everything to defaults.
Fulfillment states
Each PO carries a derived fulfillment indicator based on its line items:
- Nothing received — no quantity received against any line item yet.
- Partially received — at least one item received, but some still outstanding.
- All received — every line item is fully received. Time to close the PO.
You can act on a PO right up until it's closed. Closed POs become read-only and continue to appear in the ledger.
Related
- Purchase Requisitions — the internal-request workflow that some companies use upstream of PO creation.
- Dashboard — the open-PO count card.
- Inventory Ledger — every received-against-PO transaction lands here.