As a buyer, you can upload a Purchase Order by visiting the Purchase Order ledger and clicking the Upload purchase orders button.
- Each Purchase Order must be unique.
- If you upload a document with an existing Purchase Order number, the system will recognize it as an update.
- When updating an existing Purchase Order, the system will update the information and increment the version number
by 1.
Upload a Purchase Order
1. Visit the Purchase Order ledger
Purchase Orders statuses
- The status of a purchase order can be one of the following:
The purchase order has been uploaded and remains open until all of the original quantities of the line items have been fully consumed.
The purchase order is fulfilled when all its line items are fully consumed.
The purchase order has been cancelled.
Note
A Purchase Order Line Item is fully consumed when all its original quantity is associated with one or more invoice line items that belong to an approved invoice and there is no remaining available quantity.
3. Prepare your file:
- Your file can contain one or more Purchase Orders.
- Ensure all mandatory fields are completed.
4. Upload your file
5. Confirmation:
- A banner will appear at the bottom right of the screen if the file has been successfully uploaded.
- If there is an error, a white and red banner will appear at the bottom right of the screen, check the error message at the top of the page for details on how to resolve it.
How do I update a Purchase Order?
1. Amend the details in your CSV file
2. Use the same upload window to re-upload the file
Important
-
Purchase Order number:
You cannot change the Purchase Order number once it has been uploaded. -
Search and filters:
Use the search bar to look for specific documents by Purchase Order number.
Use filters to narrow your view by key information such as document status and supplier.
Still having trouble? We're here to help! Contact our Customer Support Team.