Purchase Order Detail 

Select the purchase order to view details and click View

Click Refresh Order Value  to update order value according to the item's current purchase price. This button is only visible when the purchase order has Draft, Rejected and Canceled status.

Payment Record 

Allow direct payment on this purchase order and record bill payment transactions related to this purchase order provided that the purchase order has been approved. There are 2 cases:

• In case the Purchase order has no purchase invoice, when creating a payment, the system automatically creates a Purchase Invoice for that PO with the amount that the user entered in the payment.
  Step 1. Create approval process for Payment request ( if necessary) at approval setting.
  Step 2. Go to purchase order detail -> Select Payment Record tab -> click Payment  button
  
  Step 3. Enter the amount to pay, Select Payment Date and Payment Mode -> then click Save
  
  Step 4. Go to payment detail to check payment status
  
  Step 5. Send approval request and proceed with the approval according to the established process. 
  
  

• In case the Purchase order already has an invoice, when clicking Payment, the Purchase invoice is automatically filled in for payment
  Step 1. Create approval process for Payment request ( if necessary) at approval setting.
  Step 2. Go to purchase order detail -> Select Payment Record tab -> click Payment  button
  
  Step 3. Select purchase invoice, enter the amount, select Payment Date and Payment Mode -> then click Save
  
  Step 4. Go to payment detail to check payment status
  
  Step 5. Send approval request and proceed with the approval according to the established process. 
  

Reminders

Use to set reminders to not forget vendor -related issues.

Calendar reminders will be displayed in web notifications and sent to selected employees only

If there is a check option “Send also an email for this reminder”: the reminder is sent via email.
Step 1. Go to Reminders tab -> click Set Estimate Reminder

Step 2. Fill in required details and click Save

Task 

Buyer creates tasks related to this Purchase order. Vendor can't see these tasks.

Discuss

To make the exchange between the buyer and the vendor more convenient, we use the Discuss tab for the buyer and the vendor to enter the content to be exchanged. Both buyers and vendors can see each other's comments. (Purchase Order does not need to be approved, the vendor can still see it)

When admin or vendor sends a comment -> the message is sent to the other party.

Notes

Buyer creates multiple notes related to this purchase order. Vendor can't see these notes

Allow editing, deleting note

Attachment

Used to attach files related to this purchase order. Both buyer and vendor can attach files and see all attached files for this purchase order