The default purchase order status is assigned to a security profile. Each user is assgined to a specific secuirty profile. To ensure that all newly created purchase orders have the same header status assigned to them, the status will be assigned to the security profile.
This can be changed in the Systems module which is security profile driven. The default purchase order status can be changed in the System module under the Security option.
Depending on your purchase order status, you can receive and or invoice the purchase order. Financials comes with four default header statuses and the description of these can be amended in the Status option within Purchasing.
The default order statuses are as follows:
Status | Description |
Hold |
|
Receive Do Not Invoice |
|
Invoice Do Not Receive |
|
Full Process |
|
The status enables you to select the status for each order as it is entered by clicking on the Status field drop-down on the Purchase Order Header Tab and selecting the relevant option.
You can also change the header status of a purchase order once it has been created and for more information, please refer to the change purchase order header status article.