N - In Progress
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- A user is completing a form or dialog box for the purchase order
- A user has changed the purchase order, but the user has not sent the purchase order to an approver for approval.
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- Copied, changed, submitted, and deleted by a creator or buyer who has the necessary security access.
- Opened, changed, and submitted by approvers for whom
Edit All PO is selected on the Buyer tab in
.
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S - Submitted
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- A buyer has sent the purchase order to an approver for approval.
- If the purchase order money quantity is inside the buyer's approval limit, the purchase order's status changes to
Approved immediately after the buyer sends it to the approver.
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- Copied, opened, changed, and deleted by a creator or buyer who has the necessary security permission.
- Opened and changed by Approvers for whom
Edit All PO is selected on the Buyer tab in
. When a submitted purchase order is changed, its status changes to
In Progress.
- Approved by approvers. Approving a purchase order changes its status to Approved.
- Rejected by approvers. Rejecting a purchase order changes its status to Rejected.
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A - Approved
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- An approver has approved the purchase order, and now it is ready to be final-printed, or
- A buyer has sent the purchase order to an approver, and its money quantity is inside the buyer's limit.
- After a purchase order has been approved, the approver's name displays in the
Authorized By field on the General tab of the Purchase Order form; the purchase order cannot be changed; and the purchase order cannot be deleted.
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- Copied by creator, buyer, and approvers.
- Printed in draft form or in final form by creator, buyer, and approvers.
- Rejected by approvers, if the purchase order is not Closed.
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J - Rejected
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- An approver has refused to approve the purchase order in its current form.
- When a purchase order is rejected, the label on the
Authorized By button changes to
Rejected By on the General tab of
. The
Rejected By field displays the name of the user who rejected the purchase order.
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- Modified by the creator or buyer or by approvers for whom the
Edit All PO option is selected in
. This changes the status of the purchase order to
In Progress.
- Copied by the creator, buyer, or approver.
- Deleted by the creator or buyer.
- Approved by the approver. This changes the purchase order's status to Approved.
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P - Printed
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- The purchase order is final printed and complete, meaning that the purchase order was printed from
and not from
Reporting.
- After they are received, the items listed in the purchase order’s line items grid are permitted to be accepted.
- The purchase order cannot be changed unless by a change order, cancelled order or, for a blanket purchase order, a release order.
- The purchase order cannot be erased.
- A standard order, service order, or any line items on a standard or service order can be turned into a voucher in
.
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- Opened, copied, and seen by the creator, buyer, and approvers.
- Cancelled by the creator, buyer, and approvers.
- Changed via a change order by the creator, buyer, and approvers.
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R - Released (Blanket Orders Only)
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- The blanket order cannot be deleted.
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- Copied by the creator, buyer, and approvers.
- Changed by another release order by the creator, buyer, and approvers.
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G - Changed
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- The change order has been sent to an approver for approval.
- The change order cannot be deleted, changed, or canceled.
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- Opened and copied by the creator, buyer, and approvers.
- Approved by approvers.
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C - Cancelled
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- To remove a purchase order after it has been final printed, you must cancel it. You cannot delete it from the database.
- You cancel a purchase order using the
option on the Purchase Orders form toolbar.
- The
Cancelled code shows that the change order has been sent to an approver for approval.
- No more change orders or release orders are permitted for the purchase order.
- The purchase order cannot be changed or deleted.
- The change order cannot be deleted, changed, or canceled.
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- Opened, seen, and copied by the creator, buyer, and approvers.
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Y - Closed
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- The purchase order is closed.
- A purchase order can be closed by the creator, and by buyers and approvers who have the necessary security permission.
- A purchase order can be selected to close automatically after it has been vouchered and the voucher has been posted.
- If a purchase order:
- Is approved but has not been sent to the vendor, you can close it to stop the purchasing procedure.
- Is printed, you can close it to stop the purchasing procedure. It is not available in Receiving.
- Has any items that were selected to voucher, you cannot close it unless you reverse the selection of the items in
.
- When a purchase order is closed:
- Vision displays a
Y in the purchase order's
Closed check box.
- The purchase order cannot be changed by any procedure, such as a change order or a release order.
- The purchase order cannot be canceled.
- The purchase order cannot have receivings written for it.
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