Amend the status of a purchase order
From time to time you may need to suspend a purchase order until a query is answered or a problem solved. This is achieved by changing the status of the order. The status of a purchase order can be either:
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Live: The order has been generated and in the process of being fulfilled. This covers orders pending authorisation and those that have been partially received.
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On hold: The order has been put on hold and this could be due to a variety of supplier issues.
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Completed: The order has been fully satisfied and the invoice has been received and successfully matched to the order. Includes those orders that have been cancelled.
Note: You cannot amend the status of an order that is complete.
To amend the status of an order
Open: Purchase Order Processing > Purchase Orders > Amend Order Status.
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Use the Selection criteria to find the order you are interested in or click Show All Orders. If you are using Project Accounting, select a project from the Project Code list. Show All Orders displays live orders and those on hold, not completed orders.
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Select the order from those displayed.
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To view the order click View Order.
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To apply the required order status.
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Click On Hold to suspend the order.
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Click Off Hold to remove the stop on the order.
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Click Cancel Order to end the order. If the order is attributed to a sales order, when prompted choose to submit the sales order requirements for order generation or not.
Note: You cannot cancel an order that is part/fully received or part/fully invoiced.
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