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po_status [2021/09/03 13:03] – created gareth | po_status [2021/10/06 11:34] (current) – external edit 127.0.0.1 |
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===== PO Status Codes ==== | ===== PO Status ===== |
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The PO status Codes are used on Purchase Orders to verify the current State/progress of a a Purchase order, the PO status can be changed at any time, a Po can be set as "Out for delivery" and can be changed to "delivered/completed" when the PO has been completed | The PO Status Code is a code which can be used on [[Purchase Order|Purchase Orders]] to categorize the current state/progress of the order. This can then be used to filter or report on Orders to see what stage it is at. |
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To add a new PO Status, you'll need to go to the codes option in the settings tab and then lick the "PO Status" option, here you'll be shown a list of all the existing PO statuses. To Add a new PO Status code, click the "Add New PO Status" button. | To add a new PO Status, go to the [[Codes]] list by clicking your username, and then choose PO Status from the list. From here, you can view, edit and add PO Statuses. Clicking the Add button will add a blank column into the list for you to add. Enter a Code and Description, and then click the tick icon to save your new PO Status. |
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| ==== Appearances ==== |
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A new row will open with a blank "Code" and "Description" Field, here you can fill out the code field with an abbreviation, and the description field can be filled out with the name of the code. To save the changes for this PO click the tick icon to do so. | * PO Statuses appear on the [[Purchase Order]] screen, where they are primarily used. |
| * PO Status may appear on the [[Audit]] screen. |
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==== Appearances ==== | |