Purchase Orders

A purchase order records equipment ordered from a vendor to fulfill the requirements of a BOM. A single BOM may be fulfilled by one or more purchase orders - for example, to split an order across multiple vendors or to place follow-up orders as requirements evolve.

Each line item on a purchase order references a BOM line item, binding the order back to the original requirement. Equipment arrivals are recorded as shipments against the purchase order.

Fields

Vendor

The vendor from which the equipment is being purchased.

Vendor Account

The vendor account being billed. Optional. If specified, the account must belong to the selected vendor.

BOM

The BOM that this purchase order is fulfilling (in whole or in part). Once assigned, the BOM cannot be changed.

Order ID

The order identifier assigned by the vendor. Required for purchase orders in ordered or fulfilled status. The combination of vendor and order ID must be unique.

Status

The purchase order's lifecycle status. One of:

• Draft (default)
• Approved
• Ordered
• Fulfilled
• Cancelled

Permitted status transitions are controlled by status transition rules.

A purchase order's line items can only be added, modified, or deleted while it is in draft status; advancing beyond draft locks them.

Currency

The currency used for line item pricing on this purchase order. Optional. Selected from a fixed list of common ISO 4217 codes: USD, EUR, GBP, JPY, CAD, AUD, CHF, CNY, HKD, SGD, INR, MXN, BRL, KRW, SEK, NOK, DKK, NZD, ZAR, and AED.

Archived

Indicates whether the purchase order has been archived. Archiving preserves a purchase order for future reference without disturbing its status or other attributes. Archived purchase orders are hidden from the list view by default; set the Archived list filter to Yes to view them. A purchase order can be archived or unarchived with the Archive / Unarchive button on its detail page, through bulk editing, or via the edit form, import, and REST API. The REST API returns archived objects by default and accepts ?archived=true / ?archived=false to filter them.

While a purchase order is archived it is read-only in the UI: it cannot be edited, have its status changed, or have its line items added, modified, or deleted. Unarchive the purchase order to resume editing. It can still be deleted while archived.