Orders that stay tied to receipt and bill.
Create and send purchase orders with pricing, payment terms, and account assignment — from requisitions, RFQ awards, or quick purchase — so warehouse and AP close the cycle on the same record.
PO-1182 · ← PR-1042
Harbor Steel Supply
$42.8k
PO-1181 · ← RFQ-088
Coastal MEP Co.
$19.1k
PO-1180 · Quick purchase
LiftCo Hire
$6.4k
A PO should not be a dead PDF.
Orders fail when receipt and bill rebuild context. Provenance, terms, and line progress belong on the same record from send through AP.
Order without provenance
The PO is typed from scratch. Nobody can tell if it came from a requisition, an RFQ award, or a hallway ask.
Dies after send
Warehouse receives against a packing list. AP bills a different story. The PDF is the only “system.”
Speed vs control
Quick buys skip the process entirely — or the full process is so heavy that people buy off-system.
Three ways in — one order model.
Approve and send when ready. Same catalogue lines, vendor terms, and deliver-to whether you converted or quick-purchased.
From requisition
Convert approved need — lines, UoMs, and charge dimensions carry forward.
From RFQ award
Winning bid becomes the order — one PO per awarded vendor when awards split.
Quick purchase
Move fast when the process allows — still a real PO with lineage for AP later.
What receipt and bill verify against.
Vendor, payment terms, deliver-to, expected date, over-receipt tolerance, and optional outline agreements — commercial truth on the order, not in a side note.
- Vendor
- Harbor Steel Supply
- Payment terms
- Net 30
- Deliver to
- YARD-A
- Expected
- Apr 22
- Over-receipt tol.
- 5%
- Agreement
- OA-Culvert · optional
Subtotal · tax · grand total on the header
Ordered vs received on every line.
qty_received tracks against the order as goods receipts post — partials are visible, not whispered at the dock.
Linked receipts on the PO · GR-220 · GR-221
Where the order came from stays readable.
source_requisition and source_rfq ride the PO into goods receipts and vendor bills — so AP and Projects cost control still see the story.
PR / RFQ
source_* links
PO-1182
Committed order
GR posted
Stock + qty_received
Vendor bill
AP match
Commit the order — keep the cycle
Create and send with provenance, terms, and line progress — so receipt and bill never rebuild the ask.