Prerequisites
View, create, and update permissions to create a purchase order.
Make sure you are on the "standard" side of the ProcureDesk.
Step-by-Step Instructions
Initiate a Purchase Order:
To create a purchase order (PO), go to the 'Orders' section in the left menu.
2. Start a New Order:
Then click on the "Create Order" button.
Choose from the four options given
Standard - To create regular POs for Materials or Services.
Blanket - To create POs for services over a specified time frame or amount.
Import - To bring over open POs via CSV to ProcureDesk when you are starting to use the system.
From Quote - To create POs from a quote (PDFs only).
3. For Standard PO
Fill in the required header details for your PO.
(e.g., Justification, Urgency).
Click on "Add Line Items" on the right
Add a line manually: Use the "Add Manually" option to order services or items not listed in any catalog or punchout. Read here.
Related articles:
FAQ:
How can I be sure if a PO is sent to the supplier?
Once the PO is sent to the supplier, the status gets updated to "Sent to Supplier".
This status could change back to "Sent to Supplier Failed" if something goes wrong. For example:
In the case of Punchout (Electronic Order), the system gets a failed response back immediately. The order status will get updated within a couple of minutes if it fails.
In the case of orders sent via email, it can take up to an hour for the status to get updated as the system tries to keep sending the email for some time until it bounces or fails to get delivered.