I. Business Use Case Examples

A Purchase Order serves as the starting point for inventory flow in procurement operations. It meticulously tracks the cyclical movement of enterprise logistics and accumulates operational data critical for management decision-making. This document enables direct ordering from Suppliers and provides visibility into order fulfillment status and receipt tracking. The entire procurement process becomes transparent through Purchase Order association tracking.

II. Creating a Purchase Order

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• Navigate to the CRM system and select “Purchase Order” to access the Purchase Order list page.

• Click the “New” button in the upper-right corner to create a Purchase Order.

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• When creating a Purchase Order:

  • First, select the Supplier, purchase date, and then choose the Products to be procured. Custom fields for Purchase Order Products can be configured under “CRM Management > Field Management > Purchase Order Product Fields.”

  • Purchase Order Products: Data is sourced from the Products object, but only Products with an “Active” status are available. After selecting Products, enter the required purchase quantities.

  • Fixed Approval Process: Create approval workflows in Approval Process Management. Purchase Orders can automatically trigger and execute predefined approval workflows upon creation. For details, refer to Approval Process Management.

  • Notes: Purchase Orders can be referenced by related objects regardless of their approval status. Once approved, Purchase Orders cannot be modified or withdrawn but can be printed.

III. Creating an Inbound Order

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• After a Purchase Order is confirmed, you can create an Inbound Order with the Record Type “Procurement.”

• A single Purchase Order can generate one or multiple Inbound Orders. The total quantity of Products across all Inbound Orders must not exceed the corresponding quantity specified in the Purchase Order.

• Upon confirmation, the Inbound Order updates the Purchase Order’s receipt status and increases the Inventory count in the designated Warehouse.

• When all Products from the Purchase Order have been received, the Purchase Order status changes to “Fulfilled.”