Purchase Orders entered (created) by the user with a status of Draft must be finalized (status set to Ready to Order) from within the Purchase Orders option to indicate they are ready for posting by the Business Office. For details on how a purchase order progresses through the workflow, refer to Purchase Orders Workflow in Web Link Modern Experience.
Tip: After finalizing purchase orders (setting status to Ready to Order), inform the Business Office to post the purchase orders, and if needed, email the purchase orders by completing the Email Purchase Orders option within Accounts Payable.
How to finalize a purchase order (set status to Ready to Order) immediately after entering:
With the purchase order to finalize displayed on the entry screen, click the Ready to Order button.
How to finalize a saved purchase order (set status to Ready to Order):
Select the Purchase Orders menu.
The purchase orders previously entered (created) by the user in the last six months display showing the applicable status (Draft, Ready to Order, or Posted). If desired, change the filters to modify the purchase orders listed on the screen.
Click the More (…) button to the right of the purchase order to finalize and select View/Edit, or double-click on the purchase order.
Once the purchase order displays, click the Ready to Order button.
Click the X to close the entry screen.
Note: To finalize a saved purchase order (set status to Ready to Order) without viewing it first, select the desired purchase order on the Purchase Orders screen and then click the Ready to Order button at the top of screen.
How to finalize multiple saved purchase orders (set status to Ready to Order):
Select the Purchase Orders menu.
The purchase orders previously entered (created) by the user in the last six months display showing the applicable status (Draft, Ready to Order, or Posted). If desired, change the filters to modify the purchase orders listed on the screen.
Select the desired purchase orders and then click the Ready to Order button at the top of screen.