Purchase Order – Status
Updated
Purchase Order – Status
Purchase Orders have different predefined statuses that can be assigned and used to track the life cycle of the Purchase Order. They are listed in the general order of the general life cycle of the Commitment but can be applied in any order as specific to the project.
Status | Definition | Associated Functionality |
Draft | The Purchase Order is still in a draft status and is not ready to be included in calculations. | All information is editable |
Processing | The Purchase Order has been sent to the Contracted Company and is being processed by them | All information is editable |
Out for Signature | The Purchase Order is waiting for signature(s) | All information is editable |
Submitted | The Purchase Order has been submitted. | All information is editable |
Approved | The Purchase Order is approved. | The information can not be edited except for the Contract Dates and Attachments can still be added |
Partially Received | The Purchase Order has been partially fulfilled by the Contracted Company. | The information can not be edited except for the Contract Dates and Attachments can still be added |
Received | The Purchase Order has been fully fulfilled by the Contracted Company | The information can not be edited except for the Contract Dates and Attachments can still be added |
Closed | The Purchase Order has been closed either because it has been fully fulfilled or has been terminated or voided. | The information can not be edited except for the Contract Dates and Attachments can still be added |
See Commitments – Calculated Totals for more information on how the status of the Purchase Order impacts the predefined system calculations.
The status of the Purchase Order does not impact the status of change orders associated with them or vice versa. They are independent items in terms of their status and the values above.
Invoices can only be created for Approved Purchase Orders.
