After a purchase order has been approved, it should be marked as issued when it is officially sent to the vendor.
Issue by sending the PO
SchoolInsight Financials can email a copy of the purchase order to the vendor contact and/or print a copy of the invoice to be mailed to the vendor. If a vendor email has been provided and the PO has not yet been paid, we will default to emailing the vendor, but you can
- Go to Financials Main > Accounts Payable > Purchase Orders > Issue POs,
- Or click the down arrow next to a PO, and Issue
Issue by changing status of PO
In some cases, emailing or printing a PO may not be necessary. For example, if purchasing supplies through Amazon, the order may have been placed directly through an online checkout process. There is no need to send the purchase order to the vendor, so simply editing the status is enough.
To change the status of a purchase order:
- Go to Financials Main > Accounts Payable > Purchase Orders
- Edit a purchase order
- Change the Status to Issued