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ERP ModulePurchase Orders

Purchase Orders Overview

Managing procurement in Alpha

Purchase Orders Overview

Purchase orders (POs) manage the procurement of goods and services from suppliers.

PO Lifecycle

stateDiagram-v2
    [*] --> Draft
    Draft --> PendingApproval: Submit
    PendingApproval --> Approved: Approve
    PendingApproval --> Rejected: Reject
    Rejected --> Draft: Revise
    Approved --> Sent: Send to Supplier
    Sent --> PartiallyReceived: Receive Some
    Sent --> Received: Receive All
    PartiallyReceived --> Received: Receive Rest
    Received --> Completed: Close
    Completed --> [*]

    Draft --> Cancelled: Cancel
    PendingApproval --> Cancelled: Cancel

Status Definitions

StatusDescription
DraftBeing prepared
Pending ApprovalAwaiting approval
ApprovedApproved, ready to send
SentSent to supplier
Partially ReceivedSome goods received
ReceivedAll goods received
CompletedPO closed
CancelledPO cancelled

PO Components

Header Information

FieldDescription
SupplierVendor supplying goods
PO DateOrder creation date
Expected DeliveryAnticipated receipt date
Delivery AddressWhere to receive goods
Payment TermsPayment conditions

Line Items

FieldDescription
ProductItem being ordered
QuantityAmount ordered
Unit PriceCost per unit
DiscountNegotiated discount
TotalLine total

Key Features

Approval Workflow

POs may require approval:

  • Based on amount thresholds
  • Role-based approvers
  • Multi-level approval

Goods Receipt

Track deliveries against PO:

  • Partial receipts supported
  • Quality inspection option
  • Automatic stock update

Supplier Management

Link to supplier records:

  • Contact information
  • Pricing agreements
  • Performance history

Access Purchase Orders from ERP > Purchase Orders:

  • All Orders - Complete PO list
  • Awaiting Approval - Pending approvals
  • Awaiting Receipt - Ordered, not received
  • Completed - Closed POs

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