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Procurement·지원 코드PO-001 관리자 / 담당자용

Creating and Approving Purchase Orders

Create purchase orders for suppliers and route them through the approval workflow before sending.

[Steps]

  1. 1.Procurement → Purchase Orders → Create PO
  2. 2.Select supplier
  3. 3.Set order date and expected delivery date
  4. 4.Add line items (item code, name, qty, unit price)
  5. 5.Select delivery department
  6. 6.Save as draft

[Approval flow]

Orders above a threshold may require approval (⚠ depends on tenant settings).

  • Draft → Submit for Approval → Approver notified
  • Status changes to "Approved" after approval
  • Click "Send to Supplier" to deliver PDF

[Status flow]

Draft → Pending → Approved → Sent → Partial → Received → Cancelled

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같은 카테고리의 문서

Registering and Managing Suppliers

How to register, edit, and review order history for suppliers.

Recording Goods Receipt and Inspection

Log incoming deliveries against purchase orders, including partial receipts and quality issues.

Purchase Request to Purchase Order Workflow

Manage the full process from employee purchase request, through approval, to issuing a purchase order.

Receiving Invoices, 3-Way Matching, and Payment Authorization

Register supplier invoices in WorkVell, match against POs and receipts, and authorize payment.

이 문서를 본 사람들이 함께 본 문서

Purchase Request to Purchase Order Workflow

Manage the full process from employee purchase request, through approval, to issuing a purchase order.

Registering and Managing Suppliers

How to register, edit, and review order history for suppliers.

Creating and Distributing Transfer Orders

How to create and distribute transfer order documents in WorkVell.

Creating and Distributing Transfer Orders

How to create and electronically distribute transfer order documents.

Creating and Sending Quotations

Create a quotation for a customer, export it as PDF, and send it.

Document Approval Workflow Configuration

How to add approval steps to document submission workflows.

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