HOW DO I FIND OUT THE STATUS OF MY PURCHASE ORDER (S)?
PO originators/approvers have the ability to monitor the status of the purchase orders they created/or purchase orders that the system automatically approved on their behalf (PO approver role)
My active POs (PO Originator): This section will display all active POs created by the user (PO originator). The PO is approved + not expired or closed
Pending Review: This section does not apply to Trimac as Trimac has enabled automatic PO approvals
WIP: This section will display POs that are saved but that have not been submitted to the approval WF. this section will also display any POs that had errors during the validation process
Approved POs: This section will display POs approved by the user accessing the system
Historical: This section will display all inactive POs. Inactive POs are:
- Closed by change order
- Cancelled
- Expired
Sent to Supplier: This section does not apply to Trimac as POs are automatically e-mailed to the vendors upon automatic approval.
Note:
POs can only be deleted if they are in "WIP" status. For auditing purposes you are not able to delete previously approved POs.
***Users have the ability to export each view as needed