Purchase Order:
Requests become a Purchase Order after they've completed the approval process.
- Each Purchase Order goes out according to the contact selected for that supplier
- The Purchase Order will be placed electronically to the supplier
- All details from the Request will be displayed on the Purchase Order
- One Purchase Order will be created for each supplier that is listed on the Request
The Account Manager or supplier is able to use the supplier portal for processing the sent Purchase Order(s)
Purchase Order Statuses:
Status: Sent to Supplier
- Indicates the Purchase Order was successfully sent to the supplier through the supplier portal
- As the account manager acknowledges the Purchase Orders through the supplier portal, the statuses will update in the Method platform
- Please Note: statuses and notifications will only be updated if the account manager works within the supplier portal
Status: Supplier Received
- Indicates the Purchase Order was accepted/received by the supplier
- Pushes an email notification to Requester/Approver (“Creator”) that the order has been accepted
- Notifications will also be generated in the Method platform indicated by the bell icon
How to Access Request from Purchase Orders:
Request numbers are listed on the Purchase Order summary screen and you are able to access Request from the Purchase Order screen
1. Select Order from the Menu to view the Purchase Order summary screen
2. Click into the selected Purchase Order
- Request numbers are located under the Purchase Order number and are linkable in the Purchase Orders. The Request link is located under the Purchase Order number in the top left of the screen
Please note, you're be able to see the Approver Audit trail in the request details