This section is the Purchase Order List. It contains the list of Purchase Order records.

Overview:

Purchasing Order list allows registration of Purchasing orders (or Request for Quotation) for use within system modules. Purchasing orders are for processing by Purchasing from requesting of quotation until approved or ordered. Each successful registration adds to the number of purchase order for approval in the list and each provided with a system generated code to distinguish one record from another.

Definition of Terms:

Purchasing Order List - database of company Purchasing Orders

Purchasing Order Record/Profile - consists pertinent information about the Purchasing Order; found under Purchase Order-Purchasing Order

User Involve:

Purchasing is responsible for creating a Purchase Order (PO) base on Purchase Request sent by Project Manager. Purchasing act as coordinator between the supplier and project manager. They are all in charge of maintaining a transparent and accurate Purchase Order system.

Forms:

Purchase Order (PO) can be: - PO acts as a request for quotation until approved by project manager - an approved PO is a formal form use to justify ordered materials given set of conditions

General Procedure/Instruction:

A. Creating a Purchase Order

a.1. identify the Purchase Request you want to have Purchase order/s

a.2. sort items on request whether for purchase or for production

a.2. fill-up a Purchase Order profile and list the items you need to purchase; see Purchasing Order Profile

a.3. edit message box to personalize message

a.4. click save to make a “draft” Purchase Order

B. Sending a Purchase Order

b.1. select the Purchase Order you want to send to Supplier as request for quotation (as PO if approved)

b.2. review and finalize the details

b.3. click “Print PO” to print a copy of PO for sending via fax or export data to excel to create PO in other formats

b.4. have authorize signatures on the PO and send copy to supplier via fax or email

b.5. click “Post” to notify user (PM) that request for quotation was sent to supplier

C. Confirming a Purchase Order

c.1. receive feedback from supplier about the sent PO (request for quotation)

c.2. discuss quotation with the assigned PM (pm will either approve or disapprove)

c.3. provider feedback to supplier (supplier may provide more favorable offer then proceed to c.2)

c.4. finalize PO (send an approved/cancelled copy if needed)

c.5. click “ordered” if approved or “cancelled” if rejected

c.6. proceed to creating Transfer Job Order; see Job Order Transfer List

System Record Status:

Purchase Order Status are as follows:

• Draft - the list of items for purchase order is being finalized
• New - purchase order details are final and sent to supplier for review and pricing
• Ordered - purchase order was approved by project manager and acknowledge by supplier
• Cancelled - purchase order is rejected by project manager or supplier due to reasonable reasons

For information about Purchase Order details please see about page under [[module:purchaseorder:purchaserequest:profile|Purchase Request Profile]].