Use > Build > Procurement Management > Purchase orders > Purchase order transition rules

Purchase order transition rules

The following information identifies each supported transition in the purchase order workflow.

The Action or Condition column in the tables for each phase, show fields that contain data either entered by the end user or automatically provided by Service Management. At the start of each phase, Service Management verifies that the user-defined values set in the last phase are unchanged. If there is a change, the record can return to a prior phase or repeat an action.

All purchase orders begin with the New phase.

New phase

Event Action or Condition
Entering

Service Management action:

  • Set the default value to manual for reference type when the purchase order is created.

  • Set the current time to value of Creation date field when the purchase order is created.
After change

Update the purchase order line of this purchase order from Suspended to New.

Purchase orders transit from New to the Issued, Suspended or Canceled phase.

Issued phase

Event Action or Condition
Entering

Service Management action:

  • Set the current time to the value of Order date when the purchase order is Issued.
Before change

  • When being changed to Issued from New, the purchase order must have at least one purchase order line that is in the New phase.
After change

  • Update the purchase order line of this purchase order from New to Issued.

  • Update the purchase order line of this purchase order from Suspended to Issued.

Suspended phase

Event Action or Condition
After change

Service Management action:

  • Update the purchase order line of this purchase order from New to Suspended.

  • Update the purchase order line of this purchase order from Issued to Suspended.

Canceled phase

Event Action or Condition
After change

Service Management action:

  • Update the purchase order line of this purchase order from New to Canceled.

  • Update the purchase order line of this purchase order from Issued to Canceled.

  • Update the purchase order line of this purchase order from Suspended to Canceled.