Upload and update Purchase Orders

Buyers can upload Purchase Orders via the Purchase Order ledger by clicking Upload purchase orders.

• Each Purchase Order must be unique.
• Uploading a document with an existing Purchase Order number updates it.
• Updates increment the version number by 1.

Upload a Purchase Order

1. Visit the Purchase Order ledger

PURCHASE ORDER STATUS	MEANING
	The status of a Purchase Order is OPEN when all or part of any line item has quantity available to be consumed. A Purchase Order remains OPEN until every line item has been FULFILLED (fully consumed), SUSPENDED or CANCELLED.
	The status of a Purchase Order is SUSPENDED when the Buyer suspends the Purchase Order. A Purchase Order remains SUSPENDED until it is released by the Buyer. When a Purchase Order is SUSPENDED, any associated Invoice that is OPEN or APPROVED will be SUSPENDED.
	The status of a Purchase Order is FULFILLED when all its line items are fully consumed and FULFILLED.
	The status of a Purchase Order is CANCELLED when the buyer has cancelled the Purchase Order.

3. Upload your file:
- Select Upload Purchase Orders
- Select your file
- Your Purchase Order file must conform to the agreed specifications

 

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.

How do I update a Purchase Order?

1. Edit your CSV file
2. Submit using the same window

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

 

Still having trouble? We're here to help! Contact our Customer Support Team.