Purchase Orders
A Purchase Order records a commitment to buy goods or a service from a supplier. It carries a name, a start date and a delivery date, a currency, and a stage that tracks it through your workflow.
Availability
Purchase Orders is its own area in the main menu. Opening it needs the PurchaseOrderNavigate permission; viewing a purchase order needs PurchaseOrderRead, creating one needs PurchaseOrderCreate, and editing one needs PurchaseOrderWrite.
A purchase order can also be tied to an estimate, and shows up in that estimate's own Purchase Orders list.
Working with a purchase order
The Info section holds the purchase order's own fields: Name, Start Date, Delivery Date, Currency, and whether it has been marked Invoiced. The Items section holds what is actually being bought, as separate lines.
A purchase order also has Files and Feed sections, like other documents in Skills Workflow.
Stage
A purchase order moves through the stages configured for its workflow. Available stage types include Draft, New, Sent, ToEmit, Invoiced, NotExpectingInvoice and PartiallyInvoiced. Which of these a workflow uses, and in what order, is set up per workflow.
Invoicing a purchase order
From the Purchase Orders list, select one or more purchase orders and click Invoice. Skills Workflow generates a Supplier Invoice or a Supplier Note from each one and marks the purchase order Invoiced.
Changes to the estimate after buying
When you buy from an estimate, each purchase order line takes the service's description, article, department and VAT as they are at that moment. Changing the service in the estimate afterwards does not update purchase orders already created, and buying again does not create a new purchase order when only the description changed.
To fix a mistake in a service, correct it in the estimate and in the purchase order itself.