You might be lost between most of our Purchase Order status tags. We will walk you through every one of them!
Approval Status
Indicates where the purchase order is in terms of approval. A Purchase Requisition is submitted for approval, once it is approved it is classified as a purchase order.
This tag means that a new purchase order is still pending approval. This status tag appears before the PO is fully Approved or Rejected. The pending tag is initially shown together with Unpaid and Undelivered.
The approved tag will be added after a pending purchase order has been approved. The finance users can now make payments to that purchase order.
The rejected tag is applied to all purchase orders that are rejected.
Payment Status
Indicates the payment status of a purchase order, basically showing whether the purchase order is paid or still awaiting payment. This is also where it is indicated whether a purchase order has received an invoice, or is ready to pay after an invoice has been approved.
No payments were made on the Purchase Order yet and no invoices have been uploaded against it either.
An invoice was uploaded to the purchase order and it needs to be Accepted/Rejected and then marked as paid.
The purchase order was paid in full.
Invoices Statuses
Invoice statuses are either Awaiting Review, Outstanding, Ready to Pay, Settled.
An invoice was created via the Scan and Match feature, and has yet to be reviewed and accepted as valid.
The invoice has been reviewed and approved, and is now ready to proceed to payment.
An invoice has been created, but has not been validated yet to confirm payment can proceed.
The invoice was marked as paid, and if the invoice is linked to a purchase order or purchase order items, those will have the payment amount reflected against them.
Delivery Status
The delivery status is used to track whether the items on a purchase order has been delivered/received.
The undelivered tag indicates that none of the items on the purchase order have been received/delivered yet.
Items on the purchase orders were delivered but not all of the items were received.
All the items on the purchase order were delivered/received.
Other Status Tags
The tag is used to indicate that the purchase order was cancelled.
This is just to indicate that the Purchase Order is still a draft and hasn't been sent for approval yet.
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