PO Status Logic

Written by Pavel Minarik
Updated 4 months ago

Here we will explain how the internal logic of the new Purchase Orders Status works.

To begin, these are all the possible Purchase Orders Status. (Requisitioner disabled)

  • Draft
  • New
  • Sent
  • Received by Vendor
  • On the Way In
  • Receiving
  • Partially Receiving
  • Quality Check
  • Added
  • Partially Added
  • Completed
  • Canceled
  • Returning
  • Returned
  • Archived


POSSIBLE STATE CHANGE FLOWS

Flow from "DRAFT" status

The PO can pass to NEW, CANCELLED, or ARCHIVED status.


Flow from "NEW" status

The PO can pass to DRAFT, SENT, CANCELLED or ARCHIVED status.


Flow from "SENT" status

The PO can pass to NEW, RECEIVED BY VENDOR, CANCELLED, or ARCHIVED status.


Flow from "RECEIVED BY VENDOR" status

The PO can pass to SENT, ON THE WAY IN, CANCELLED, or ARCHIVED status.


Flow from "ON THE WAY IN" status

The PO can pass to RECEIVED BY VENDOR, RECEIVING, PARTIALLY RECEIVING, CANCELLED, or ARCHIVED status.


Flow from "RECEIVING" status

The PO can pass to ON THE WAY IN, QUALITY CHECK, CANCELLED, RETURNING, or ARCHIVED status.


Flow from "PARTIALLY RECEIVING" status

The PO can pass to ON THE WAY IN, RECEIVING, QUALITY CHECK, CANCELLED, RETURNING, or ARCHIVED status.


Flow from "QUALITY CHECK" status

The PO can pass to RECEIVING, PARTIALLY RECEIVING, ADDED, PARTIALLY ADDED, CANCELLED, RETURNING, or ARCHIVED status.


Flow from "ADDED" status

The PO can pass to QUALITY CHECK, COMPLETED, CANCELLED, RETURNING or ARCHIVED status.


Flow from "PARTIALLY ADDED" status

The PO can pass to QUALITY CHECK, ADDED, COMPLETED, CANCELLED, RETURNING, or ARCHIVED status.


Flow from "COMPLETED" status

The PO can pass to PARTIALLY ADDED, ADDED, CANCELLED, RETURNING or ARCHIVED status.


Flow from "CANCELLED" status

The PO can pass to DRAFT, NEW, SENT, RECEIVED BY VENDOR, ON THE WAY IN, RECEIVING, PARTIALLY RECEIVING, QUALITY CHECK, RETURNING, RETURNED, or ARCHIVED status.


Flow from "RETURNING" status

The PO can pass to RECEIVING, PARTIALLY RECEIVING, QUALITY CHECK, ADDED, PARTIALLY ADDED, COMPLETED, CANCELLED, RETURNED, or ARCHIVED status.


Flow from "RETURNED" status

The PO can pass to CANCELLED, RETURNING, or ARCHIVED status.

NEW STATUS AND THEIR FLOWS WITH REQUISITION ENABLED

Flow from "AWAITING APPROVAL" status

The PO can pass to NEW (APPROVED), CANCELLED, or ARCHIVED status


Flow from "NEW (APPROVED)" status

The PO can pass to AWAITING APPROVAL, SENT, CANCELLED, or ARCHIVED status.

If you disable the 'PO status flow restriction' in Settings > Purchase Orders, you will be able to go from any status to any other as all of them will be available.


STATUSES CONSIDERED "DUE" (NOT RECEIVED YET)

  • Draft
  • New
  • Sent
  • Received by Vendor
  • On the way in
Did this answer your question?