This screen updates the purchase order status.
Status Rules:
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Status
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Purpose
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Rules affecting PO Header screen
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Open
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when order is being prepared
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Issued
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when PO has been sent to supplier (or integrated ERP)
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Purchase Order Header - hide buttons - Add Item - Hide Issue PO [v2/ERP integration]
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Completed
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when PO is no longer required
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Purchase Order Header - hide buttons - Add Item - Hide Issue PO [v2/ERP integration]
- Hide Change
- Hide Change Status
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Cancelled
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when PO has been receipted
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Purchase Order Header - hide buttons - Add Item - Hide Issue PO [v2/ERP integration]
- Hide Change
- Hide Change Status
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 Screen Title: Purchase Status
This is the screen title: Purchase Details
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 Status
This is the list of Statuses. The other screen fields are dependent on the Status selection made by the user.
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Type
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Notes
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Rules
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Compulsory
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Format
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Edit
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Size
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Default
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Error Message
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Selection List
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Selection List values are:
- Open
- Issued
- Completed
- Cancelled
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1. This field is the Purchase Order Header: STATUS field.
1a. This screen opens with the corresponding pre-filed value.
2. On selection of Cancelled, show DETAILS field.
3. On selection of Completed, show:
3a. RECEIPT NUMBER: auto-insert PURCHASE ORDER NUMBER and "-R".
3b. RECEIPT DATE: auto insert current date
4. On selection of Issued, validate that PURCHASE TOTAL results in a positive value.
4a. If PURCHASE TOTAL is negative, show error message.
4b. Return user to Change Status screen in edit mode, with all previous selections in place.
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Y
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Y
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4a. The Total of this Purchase Order is negative. Please review Purchase Details before Issuing this order.
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 Details
This is the Details fields from the Purchase Order Header; shown if status changes to cancelled
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Type
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Notes
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Rules
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Compulsory
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Format
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Edit
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Size
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Default
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Error Message
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Multi-line Text
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1. Show if STATUS: Cancelled
1a. On Save, validate that DETAILS is not N/Null
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Y
if status = Cancelled
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Y
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 Receipt Number
This is the purchase receipt number; will be auto-assigned from originating PO number
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Type
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Notes
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Rules
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Compulsory
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Format
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Edit
|
Size
|
Default
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Error Message
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Text
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Example: Purchase Order Number: PO-1234
Receipt Number: PO-1234-R
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1. Show if STATUS: Completed
2. Insert PURCHASE ORDER NUMBER + "-R" suffix.
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Y
if status - completed
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Y
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 Receipt Date
This is the date the purchase order goods/services are received.
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Type
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Notes
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Rules
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Compulsory
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Format
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Edit
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Size
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Default
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Error Message
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Date
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1. Show if STATUS: Completed
2. Insert current date
3. Disallow future dates
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Y
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Y
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Current date
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 SAVE button
This is an action button to save the record.
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Type
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Notes
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Rules
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Compulsory
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Format
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Edit
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Size
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Default
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Error Message
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Button
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Subject to all standard CRM rules.
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1.This Button is visible when the screen is in EDIT mode.
2. When selected:
2a. UPDATE field values 2-5 on the Purchase Order Header
2b. Write Tracking record on Purchase Order Header for changes to fields 2-5.
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N
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-
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 CANCEL button
This is an action button to return the user to the Purchase Order Header screen, without committing any record changes to the database.
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Type
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Notes
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Rules
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Compulsory
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Format
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Edit
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Size
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Default
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Error Message
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Button
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Subject to all standard CRM rules.
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1. This button is visible when the screen is in NEW/EDIT mode.
2. When selected, returns the user to the Purchase Order Header screen.
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N
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-
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