Once a new Purchase Order is created and posted, it must go through the proper approval process at your company.
After the Purchase Order has been approved within your company, you can change its status to approved in the ES 100 and send the Purchase Order to the vendor. To do so, first click the Vendor tab, locate the Purchase Order vendor, click the Purchase Order.
1. Click the Approve button to approve the Purchase Order. The status of the Purchase Order changes to “Approved,” and the First Date Approved and Last Date Approved reflect the current date, indicating the approval of this Purchase Order.
2. Once the Purchase Order shows the status of Approved, you can send it to the vendor and place your order. Note, the Purchase Order will need to be send manually outside of the system. The Send button is a way to lock down the Purchase Order so no further edits can be made to the PO once it is sent to the vendor. This way the vendor’s version of the PO will match what is in the system.
The status of the Purchase Order then changes to Sent, as shown below. The First Date Sent and Last Date Sent reflect the current date, indicating the Purchase Order was sent to the vendor.