Purchase orders let you order inventory from a distributor. A purchase order is created as a result of an inventory request and is approved according to the approval plan for that location.
Overview
For an overview see Basic Purchase Order Work Flow.
Inventory Approval Plans
Before purchase orders can be sent to a distributor, you must set up an approval plan. See Inventory Approval Plan.
Purchase Order Approval Alerts
If your Inventory Approval Plan is configured to require approval for purchase orders, when the user currently logged into IDI Desktop Client is a designated approver and has open purchase orders pending approval, an alert icon, labeled with a red P will flash in the lower right corner of the IDI Desktop Client form.
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Double-clicking the icon opens the Pending Inventory Purchase Order form listing the purchase orders pending approval. From this form you can edit the purchase order for approval by right-clicking the corresponding row and selecting Edit.
Accessing and Managing Existing Purchase Orders
You may have purchase orders in several different states of completion. When you need to access an existing purchase order for editing or some other transaction management function, the IDI solution provides two methods for searching your system. See Finding Existing Purchase Orders.
How to Create a Purchase Order
When requesting additional items for inventory, you can create a new purchase order or you can add the items to an existing, open purchase order. For details on creating purchase orders see:
Adding Items to an Existing Purchase Order