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.