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Purchase orders

The purchase orders page is where you work with orders from your customers. The Purchase Orders table lists all the POs you've received from that customer.

PO and Invoicing

You can use the search bar to filter the list with a search term, or click the View dropdown to perform advanced filtering. See Custom Views for more info about advanced filtering.

1. From the Menu, click Orders.
2. Click Orders. The Purchase Order screen displays all your purchase orders. The first time you use the orders page, you'll have to choose a customer. To see orders from a specific customer, select the customer from the dropdown list just under the menu button. The next time you visit the orders page, it'll return to the last customer you chose.

Coupa Purchase orders

3. To view the detail for an individual PO, click the PO number.

ColumnDescription
PO NumberThis is the purchase order number generated by Coupa.
Order DateThis is the date the purchase order was created on.
StatusThis is the current status of the purchase order. See the Status table for more information.
Acknowledged

You can choose to let your customer know that you received their PO by selecting the Acknowledged checkbox on the purchase order. When you select the checkbox, the current date appears in the Acknowledge column.
This checkbox is a simple toggle, so you can also un-acknowledge an invoice by deselecting the checkbox. If you re-acknowledge at a later time, the new date will appear.

ItemsList of items on the PO.
Unanswered CommentsYou can now make comments directly on the purchase order for your customers to see. If your customer has left comments that you haven't responded to, you'll get notified here
TotalYou can now make comments directly on the purchase order for your customers to see. If your customer has left comments that you haven't responded to, you'll get notified here.
ActionsUse the gold coins icon to flip the PO into an invoice and the red coins icon to create a credit note.
StatusDescription
Buyer HoldThe PO is approved but pending buyer review
CancelledThe order has been cancelled, and doesn't need to be fulfilled
ClosedThe issued PO has been received and was then closed, either manually or automatically within Coupa
Currency HoldThe PO is on hold due to a currency exchange rate issue
ErrorThere's something wrong with the PO. Contact your customer to get the PO back on track
IssuedThe PO has been approved and sent to the supplier
Supplier Window HoldThe PO was approved outside of the order window schedule under contract terms.

If you click on the purchase order number to view the PO, and then use the back button to return to the Purchase Orders page, you'll need to refresh the page to see any changes you made to the PO.

INVOICING IS NOT IMPLEMENTED AT HARTMANN TILL NOW