The article below pertains to Procure to Pay (P2P) for the following applications and/or module(s):
Procurement
As soon as a purchase request has been approved, a purchase order is immediately created for further processing of the order. By default, this is filtered on the activities of the logged in users. Purchase orders can be viewed via →
.
Category managers will mainly see the purchase orders that still have to be approved.
Use the search bar above the overview to find specific orders.
The search terms that can be used must pertain to information that is present in one of the following columns in the overview: Description, Delivery Location, Purchase Request and Order Number
The status of these purchase orders are displayed with different icons.
| Icon | Meaning |
|---|---|
To be placed A purchase order will be in the 'To be placed' status, if it cannot be automatically placed via our procurement module. In this status a buyer can place the purchase order manually by, for example, downloading the PDF and emailing it to the supplier. In addition, the application owner could also update the supplier with an email address so the buyer can retry the automated process. | |
To be received/invoiced A purchase order will be in the 'to be received/invoiced' status, if the order has been successfully placed at the supplier. Either manually or automatically. In this case the buyer waits for an invoice and, possibly, a receipt. As soon as an invoice has been posted for this purchase order, it will be completed automatically. | |
Completed A purchase order will go to the 'completed' status when it has been fully processed. This happens when the order has been received and invoiced. The purchase order will then be completed automatically. | |
Rejected A purchase order will go to the 'Rejected' status, if it was rejected in the process. |