Overview;
- Create Purchase Order (PO) in Ocerra.
Once you have created the PO template and set up the workflow, you can start creating a Purchase Order.
Creating a Purchase Order
- Navigate to Purchase Orders
- Click + New Purchase Order
- Fill the necessary fields, then save
Please take note that the system will not allow you to create a PO if a workflow has not been set up; an error will be prompted, "Please configure the default purchase order workflow," hence, a default workflow has to be added.
Purchase Order tabs:
General: Shows header and line-level information.
Attachments: You can add multiple attachments in a single PO. A bell icon will appear if there's an attachment/document.
Emails: Displays emails sent to your supplier.
Invoices: All forwarded invoices from your supplier linked to the same PO will be displayed in the Invoices tab (with a bell icon next to them).
Reminders:
- Once a PO has been approved, you can no longer edit the header fields: date, Required Date, Supplier, Attention, Reference and the details in the table.
- The 'Send email' function will trigger only when a PO has been approved.
(!) All pending POs for approval will be displayed in the 'PO Approval' tab with a status of 'Draft or Reviewed'. Once approved, they will automatically be removed from the list.
Read: How to check pending Ocerra POs for approval
Possible errors and warning messages:
1. An expected server error occurred - please message Ocerra to check this.
2. Amazon.SimpleEmail.Model.Message RejectedException - indicates that you are attempting to send an email from an email address or domain that has not been verified. Please contact us to check, as this is a prerequisite.
