Learn how to access and manage Purchase Orders efficiently. Track statuses through the Method platform and easily link Purchase Orders to Requests for a seamless workflow.
How to Access Purchase Orders
Request numbers are displayed on the Purchase Order summary screen, and you have the capability to access the associated Request directly from the Purchase Order screen.
1. To view the Purchase Order summary screen, simply choose "Orders" from the Menu.
2. Navigate to the chosen Purchase Order by clicking on it.
💡 The Request numbers can be found under the Purchase Order number in the Purchase Orders. You can easily access the associated Request by clicking on the Request link located in the top left of the screen.
Please note that you will be able to view the Approver Audit trail in the request details.
Purchase Order
Once the approval process is complete, the requests are transformed into Purchase Orders.
- The Purchase Order is sent to the supplier based on the contact chosen for that specific supplier.
- The Purchase Order will be electronically submitted to the supplier.
- The Purchase Order will include all the necessary information from the Request.
- A different Purchase Order will be generated for every supplier listed on the Request.
📝 The Account Manager or supplier can utilize the supplier portal to process the sent Purchase Order(s).
Purchase Order Statuses
Status: Sent to Supplier
- Confirms that the Purchase Order has been effectively transmitted to the supplier via the supplier portal.
- As the account manager acknowledges the Purchase Orders through the supplier portal, the statuses will be automatically updated in the Method platform.
- Please keep in mind that the statuses and notifications will be updated solely if the account manager operates within the supplier portal.
Status: Supplier Received
- Signifies that the supplier has acknowledged and received the Purchase Order.
- Sends an email notification to the Requester/Approver ("Creator") to inform them that the order has been accepted.
- Notifications will also appear in the Method platform, signified by the bell icon.