Purchase orders
A commitment to a supplier: what to receive, and what you'll be billed for.
A purchase order commits the company to buy from a supplier. It can be created directly or from a . and reconcile against its lines.
Each purchase-order line tracks received and invoiced quantities independently. The line closes only after both quantities are satisfied, allowing receiving and billing to advance separately.
Line fields
quantity to receive is the remainder.quantity to invoice is the remainder.Types
A purchase order is one of three kinds: a plain Purchase, a Return to the supplier, or — sending parts out to a vendor for a production step, where the line links to a job operation.
Status
The status is computed from the state of its lines, never set by hand.
Dates
The order and every line carry three dates: the , the and the .
The order's dates are set on the Shipping card and in the properties panel. A line's dates are set in the Dates section of the line page, and the order summary shows each line's promised date as a Promised pill you can change in place.
A new line starts on the order's Requested and Promised dates. When you change an order date, every line whose date is empty or still the old order date takes the new one. A line you gave its own date keeps it.
The Delivery Date only reaches lines that received goods
The Delivery Date records when goods arrived, so a new order Delivery Date moves only lines with a quantity received. Posting a receipt also sets each received line's Delivery Date to the day of the receipt, which replaces a date you corrected by hand.
Each date locks at a different point:
- Requested Date locks once the order is confirmed (from "To Receive and Invoice" onward).
- Promised Date stays editable until the order is fully received ("To Invoice", "Completed" or "Closed"). A line's promised date also locks when the line is received complete, and such a line keeps its requested and promised dates when the order's dates change.
- Delivery Date can always be corrected.