Purchase Order Statuses

A newly created purchase order that does not originate from a change order has a status of On Hold. The system may also assign the purchase order this status if it has been rejected by the person assigned to approve it or if you have selected the Hold check box on the Purchase Orders form. The purchase order can be left on hold for future editing, including the addition or removal of lines.

If a purchase order has a line related to a project with the change order workflow enabled, you can click Hold on the form toolbar only if the purchase order has the Rejected status. You cannot click Hold for a purchase order that has at least one related change order. For more information about change orders, see Tracking Changes to the Project Budget.

When a purchase order is on hold, its totals and quantities of listed goods are not traced or checked. To move the On Hold purchase order to the next step in its processing and change its status, you click Remove Hold. You can turn on the validation of totals for purchase orders of specific types by selecting the relevant check boxes in the Validate Total on Entry section on the Purchase Orders Preferences (PO101000) form. This validation (if it is turned on for purchase orders of the specific type) is performed when you clear the Hold check box for the order.

Whether or not validation is performed, when you clear this check box, the system changes the status of the purchase order to Pending Approval, Pending Printing, Pending Email, or Open, depending on the purchase order approval rules specified in the system and your required processing steps.

Depending on your organization's approval rules for purchase orders as defined in MYOB Acumatica, the status of a purchase order might be changed to Pending Approval after the Hold check box has been cleared. This status indicates that the purchase order requires approval. This status remains until all required approvals have been performed.

To approve a purchase order with this status, an authorized user selects Approve on the More menu of the Purchase Orders form. When the user performing the last (or only) required approval invokes this action, the system changes its status to Pending Printing, Pending Email, or Open.

To reject a purchase order with this status, an authorized user selects Reject on the More menu of the Purchase Orders form. When this user invokes this action, the system changes its status to Rejected.

Depending on your organization's approval rules for purchase orders as defined in MYOB Acumatica, the status of a purchase order might be changed to Rejected after an employee who was assigned to approve the purchase order has rejected it.

You can save a purchase order with the Rejected status with the On Hold status for further editing by selecting the Hold check box.

Printing a purchase order is an optional step in purchase order processing that is performed if the vendor prefers to receive printed purchase orders by fax or postal mail. Depending on the vendor settings, the status of the purchase order may be changed to Pending Printing from On Hold or Pending Approval to Pending Printing. To require printing in the purchase order processing steps for a particular vendor, you select the Print Order check box on the Purchase Settings tab of the Vendors (AP303000) form. The Printed check box on the Other tab of the Purchase Orders form shows whether the order has been printed.

A newly created purchase order that originates from a change order is assigned the Pending Printing status if the vendor's settings require the printing of purchase orders. The system also assigns the Pending Printing status to a purchase order if the vendor's settings require the printing of purchase orders and the purchase order, which had the Open status, has been changed by means of change orders.

The Pending Printing status indicates that an employee must print the purchase order and then send or fax it to the vendor. To print the purchase order, you select Reports > Print Purchase Order on the form toolbar of the Purchase Orders form. This changes the status of the purchase order to Pending Email or Open.

Emailing a purchase order to the vendor is an optional step in purchase order processing that is performed if the vendor prefers to receive purchase orders by email. Depending on the vendor settings, the status of the purchase order may be changed to Pending Email from On Hold, Pending Approval, or Pending Printing. To require emailing in the purchase order processing steps for a particular vendor, select the Email Order check box on the Purchase Settings tab of the Vendors form. The Emailed check box on the Other tab of the Purchase Orders form shows whether the order has been emailed.

A newly created purchase order that originates from a change order is assigned the Pending Email status if the vendor's settings require the emailing of purchase orders. The system also assigns the Pending Email status to a purchase order if the vendor's settings require the emailing of purchase orders and the purchase order, which had the Open status, has been changed by means of change orders.

When a purchase order has the Pending Email status, the purchase order must be sent by email to the vendor. To complete this step, you select Email Purchase Order on the More menu of the Purchase Orders form. This changes the order status to Open.

The status of the purchase order is changed to Canceled if the purchase order has been canceled by a user selecting Cancel Order on the More menu of the Purchase Orders form. This status means the purchase order cannot be edited, and no receipts can be created for it.

The canceled purchase order keeps this status unless you change the status to On Hold by selecting the Hold check box for it. If the status is changed to On Hold, the document can be edited, and the usual purchase order processing steps can be performed.

The status of the purchase order is changed to Open after any necessary approvals and any other required processing steps (printing the order, emailing it, or both) have been performed for the purchase order. If no approvals or optional processing steps are required, the status of the purchase order changes from On Hold to Open when the Hold check box is cleared.

A newly created purchase order that originates from a change order is assigned the Open status if the vendor's settings do not require the printing or emailing of purchase orders.

The Open status means that the quantity of the items on purchase receipts for this purchase order is less than the quantity required to complete the purchase order. In MYOB Acumatica, you create the receipts for the ordered and received items by using the Purchase Receipts (PO302000) form.

When a purchase order has the Open status, the system traces the quantities of items received for the order and displays the item availability information on the Inventory Allocation Details (IN402000) form in accordance with the availability calculation rule assigned to the item class to which the item belongs. This rule is specified for the item class in the Availability Calculation Rule box on the General tab of the Item Classes (IN201000) form.

The status of the purchase order is changed from Open to Completed when all the lines of the purchase order have been completed based on the appropriate rules (that is, when the Completed check box is selected for all the purchase order lines).

Also, you can manually complete the order by clicking Complete Order on the More menu of the Purchase Orders form.

The status of the purchase order is changed from Completed to Closed when all the lines of the order have been received and billed in full.