- Purchase Orders ledger
- Upload Purchase Orders
- Purchase Orders status
- How do I update a Purchase Order?
- How do I Cancel a Purchase Order?
- How do I Re-open a Purchase Order?
1. Visit the Purchase Order ledger
You can view all your Purchase Orders in the Purchase Orders ledger.
Using Top navigation menu
Using Side navigation menu
2. Click the "Upload Purchase Orders" button
3. Upload your file:
- Select Upload Purchase Orders
- Select your file
- Your Purchase Order file must conform to the agreed specifications
Note
- Each Purchase Order must be unique.
- Uploading a document with an existing Purchase Order number updates it.
- Updates increment the version number by 1.
4. Confirmation:
- A green banner appears at the bottom right if upload is successful.
- A Red banner indicates Errors; check the top of the page for details.
Purchase Orders status
Each Purchase Order has a STATUS showing its position in the Open Account workflow. Find out more about Purchase Orders status.
Note
A Purchase Order Line Item is fully consumed when all the original quantity is associated with one or more invoice line items that belong to an approved invoice and there is no remaining available quantity. Available quantity is the quantity of a Purchase Order Line item that has not been satisfied by an invoice.
How do I update a Purchase Order?
1. Edit your CSV file
2. Submit using the same window
Important
-
Purchase Order number:
The Purchase Order number cannot be changed as it identifies the order during updates.
How do I Cancel a Purchase Order?
1. Select Cancel
2. Then select Proceed from the dialog box
How do I Re-open a Purchase Order?
1. Select Re-open
2. Then select Proceed from the dialog box
Watch the video