Purchase order line workflow

This section describes the metaphases and subordinate phases in the life cycle of a purchase order line.

The workflow relies on business rules. Rules repeat from one phase to another when the end user can make a change to a field affected by a business rule during that phase. .

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Metaphase: New

The purchase order line is entered into the system and still awaiting being issued.

Phase	Transition to next phase	Description
New	Manual transition to: Canceled. Automatic transition to any of the following: Issued Suspended Canceled	New is a starting point. If the decision is to terminate the purchase order line, you can manually move the record to the Canceled phase. If the associated purchase order is changed to Issued, Suspended or Canceled, the purchase order line is then automatically moved to Issued, Suspended or Canceled respectively.

Phase

Transition to next phase

Description

New

Manual transition to:

Canceled.

Automatic transition to any of the following:

Issued
Suspended
Canceled

New is a starting point.

If the decision is to terminate the purchase order line, you can manually move the record to the Canceled phase.
If the associated purchase order is changed to Issued, Suspended or Canceled, the purchase order line is then automatically moved to Issued, Suspended or Canceled respectively.

Metaphase: Order

Phase	Transition to next phase	Description
Issued	Manual transition to either of the following: Canceled Automatic transition to any of the following: Suspended Canceled Partially received Fully received	In this phase, the purchase order line is issued. You can manually move the purchase order line to the Canceled phase. If the associated purchase order is changed to the Suspended or Canceled phase, the purchase order line is then automatically changed to the Suspended or Canceled phase respectively. If a receiving slip is created upon the associated purchase order, the system will automatically move the purchase order line to the Fully received or Partially received phase, depending on the receiving status.
Suspended	Manual transition to: Canceled Automatic transition to any of the following: Canceled Issued New	In this phase, the purchase order line is suspended for certain reasons, for example, order details are subject to change. You can manually move the purchase order line to the Canceled phase. If the associated purchase order is changed to the Canceled, Issued or New phase, the purchase order line is then automatically changed to the Canceled, Issued or New phase respectively. Next phase: Canceled, Issued, or New

Phase

Transition to next phase

Description

Issued

Manual transition to either of the following:

Canceled

Automatic transition to any of the following:

Suspended
Canceled
Partially received
Fully received

In this phase, the purchase order line is issued.

You can manually move the purchase order line to the Canceled phase.
If the associated purchase order is changed to the Suspended or Canceled phase, the purchase order line is then automatically changed to the Suspended or Canceled phase respectively.
If a receiving slip is created upon the associated purchase order, the system will automatically move the purchase order line to the Fully received or Partially received phase, depending on the receiving status.

Suspended

Manual transition to:

Canceled

Automatic transition to any of the following:

Canceled
Issued
New

In this phase, the purchase order line is suspended for certain reasons, for example, order details are subject to change.

You can manually move the purchase order line to the Canceled phase.
If the associated purchase order is changed to the Canceled, Issued or New phase, the purchase order line is then automatically changed to the Canceled, Issued or New phase respectively.

Next phase: Canceled, Issued, or New

Metaphase: Fulfilled (End)

The purchase order has reached end of life.

Phase	Transition to next phase	Description
Partially received	Automatic transition to: Fully received	The items ordered have been partially received. The system will automatically move the purchase order line to the Fully received once the received quantity equals to the ordered quantity.
Fully received	Not applicable	All items ordered have been received.
Canceled	Not applicable	The vendor could not fulfill the order, or the purchaser canceled the order.

Phase

Transition to next phase

Description

Partially received

Automatic transition to:

Fully received

The items ordered have been partially received. The system will automatically move the purchase order line to the Fully received once the received quantity equals to the ordered quantity.

Fully received

Not applicable

All items ordered have been received.

Canceled

Not applicable

The vendor could not fulfill the order, or the purchaser canceled the order.