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Purchase order status options

Updated over a year ago

Purchase Order status options allow you to monitor and track the progress of external purchases. They are a reportable field allowing valuable insights for your organisation about current status.

Draft

The initial status when an purchase order is created and is being prepared by the author.
Draft status can be used when an purchase order is being reviewed or circulated within your organisation prior to being sent to your client.

Submitted

When a purchase order has been submitted for internal review*. If you don't need the submitted status for internal reviews, it can be repurposed to suit your individual, or organisation requirements.

On Order

When an purchase order has been sent to your supplier as confirmation of the order.

Billed

The supplier has provided an invoice and it has been billed.

This can either be:

  • Manually updated, or

  • Automatically updates when a Bill has been created.

At this point it changed to an actual cost in project analytics and is no longer a forecasted cost.

Cancelled

The invoice has been cancelled internally.

To learn more about submitting purchase orders and internal authorisation, more information can be found within this Knowledge Base article Submitting a purchase order for internal approval

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