Release, Send, or Delete a Purchase Order

The Purchase Order Actions menu allows you to do the following:

Release a Purchase Order

Send a Purchase Order

Delete a Purchase Order

Release a Purchase Order

You can only release purchase orders with a status of Pending.

To release a purchase order

1. Go to the purchase order workform.

2. Select ACTIONS > Release.
   

   The Create on-order item records dialog opens.

3. Select one of the following options:

   • To release the purchase order and generate on-order item records, select YES. Continue to step 4.

   • To release the purchase order without generating on-order item records, select NO. Continue to step 4.

   • To stop the purchase order release process, select CANCEL.

   The Payment Options dialog opens.

4. Select one of the following payment options:

   If you want to	Do this
   Pay on receipt of invoice	Fill in the Amount. Select CONTINUE.
   Prepay	Select one of the following payment methods: Check Voucher Enter the number for the check or voucher. Select a date for the check or voucher. Select CONTINUE.

Send a Purchase Order

You can send purchase orders only under the following conditions:

• the purchase order has a status of Released or Continuing

• your library has EDI enabled

• the vendor has EDI ordering

To send a purchase order

1. Go to the purchase order workform.

2. Select ACTIONS > Send.

   

   The Send Purchase Order dialog opens.

3. Select CONTINUE.

Delete a Purchase Order

You can delete purchase orders only under the following conditions:

• the purchase order has a status of Canceled or Pending

• your user profile has the Purchase Orders: Delete permission

• none of the purchase order line items have transactions associated with them

To delete a purchase order

1. Go to the purchase order workform.

2. Select ACTIONS > Delete.

   

   The Delete Purchase Order dialog opens.
   

3. Select CONTINUE.