Purchase order page
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While goods are outstanding on a sent order: "Awaiting delivery — N of M lines still to arrive."
Actions
| Action | Who | From | Does |
|---|---|---|---|
| Approve | admin | draft | Commits the money; freezes the lines. Refused if the expected date has already passed |
| Mark sent | planner | approved | Records that the supplier has it |
| Cancel | planner | anything unfinished | Closes it; receipts already made stand |
Lines
Part, description, their part number (from sourcing at the time the line was added, so a later sourcing edit doesn't rewrite the order), ordered, received, unit price in the order's currency.
Totals
Total (net) in the order currency — prices are net of VAT, which the accounts system settles on the supplier's bill — and Total (company) through the frozen exchange rate: what this order costs in the money the books are in.
Order details (draft only)
Currency, exchange rate, expected date. Update saves.
Add a line (draft only)
Pick a part and a quantity. Only parts with a supplier mapped in sourcing are offered; map one on the part's sourcing page first. Price defaults from sourcing for this supplier when blank; their part number is filled in the same way.
Receive goods (sent or partially received)
Pick the location the delivery goes to and press Receive goods: a receiving page opens with every open line filled in at its outstanding quantity and that location, to adjust per line and book in as one batch. Each received line writes a receipt movement into the ledger, converts the line price through the exchange rate into a company-currency unit cost on that movement, updates the line's received quantity, and derives the order status. Partial deliveries are normal; receiving more than is outstanding on a line refuses the whole batch.