Imported Purchase Order Grid and Details

Purchase Orders may be imported from an outside system in cXML format. The Imported Purchase Order Grid provides access for reference and action.

See Documentation Topics: 

Supplier Access to Purchase Orders
Purchase Order Email

Imported Purchase Orders 

The BuyerQuest system can be configured to receive Purchase Orders in cXML imported from an outside ERP.

Depending on configuration, suppliers may be sent Purchase Orders via cXML, email, or other methods that are associated with third-party partners.

A separate Grid is accessible from MY DOCUMENTS in the Main Menu. Imported Purchase Orders may be searched and viewed from this Grid.

Users with permission to view Purchase Orders have access to the Grid and the Imported Purchase Orders.

1. Search using any word or search by ERP PO number or system PO number.
2. Use the Filters to pinpoint POs by Status, Supplier, ERP PO #, Ordered Date, Ordered by, Ship to, Bill to, or Total Amount. 
3. Click on one of the available Actions from the Grid -- View Purchase Order, Create Invoice, or Create Credit Memo. 

Imported Purchase Order Details 

The Imported Purchase Order Details page provides actions and details for reference.

1. View Order Information in the top block.
2. Available Actions are Create Invoice, Create Credit Memo, and Save as PDF. 
3. Line Items are listed in summary.
4. Expand All Line Items to view Item Description, Item Type, Comments to Supplier, Internal Notes, Shipping, Billing, and Accounting Details. 
5. Attachments and Internal and External Comments may be included on the imported Purchase Order. 
6. View the Purchase Order History, which lists creation and any updates. 
7. Save as PDF to save a copy of the Purchase Order.