1. Business Scenario Example

Purchase Orders are the starting point for Inventory movement in procurement. They record the detailed circulation of goods and accumulate operational information needed for management decisions. Purchase Orders let you place orders directly with Suppliers, check receipt status and order execution, and provide clear visibility into procurement processing through linked records.

2. Create a New Purchase Order

picture coming soon:

• From CRM, go to Purchase Orders to open the Purchase Order list view.
• Click the New button in the upper-right to create a Purchase Order.

picture coming soon:

• When creating a Purchase Order, first select a Supplier and the purchase date, then choose the Products to purchase. You can define fields for Purchase Order Products under CRM Management -> Field Management -> Purchase Order Product Fields.
• Purchase Order Products: data comes from the Products object; Products must be in the “Active” (listed) status. After selecting Products, enter the purchase quantity.
• Fixed approval flow: you can create approval flows in Approval Flow Management. A Purchase Order can automatically trigger its approval flow when created. See Approval Flow Management for details.
• Note: The Purchase Order can be referenced by related records regardless of approval status. Once a Purchase Order is approved, it cannot be edited or withdrawn, and printing is supported.

3. Create an Inbound Order from a Purchase Order

picture coming soon:

• After a Purchase Order is confirmed, you can create an Inbound Order based on the Purchase Order. The Inbound Order should use the Record Type “Inbound Order.”
• Each Purchase Order can generate one or multiple Inbound Orders. If multiple Inbound Orders are created, the sum of purchased product quantities across those Inbound Orders must not exceed the corresponding quantities on the Purchase Order.
• After an Inbound Order is confirmed, the system updates the Purchase Order’s receipt status and increases Inventory in the receiving Warehouse.
• When all Products on the Purchase Order have been received, the Purchase Order status changes to “Fully Received.”