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Issuing purchase orders

After a purchase order has been approved, it should be marked as issued when it is officially sent to the vendor. 

You can issue POs by sending the order to the vendor, or you can label the PO as issued after you have officially placed the order.

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 

  1. Go to Financials Main > Accounts Payable > Purchase Orders > Issue POs,
    • Or click the down arrow next to a PO, and Issue
  2. All POs with the status Approved will be displayed. Check the POs that you want to issue.
  3. Decide whether each PO should be emailed or printed
  4. Issue POs and Email/Print
  5. Download the printed POs

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:

  1. Go to Financials Main > Accounts Payable > Purchase Orders
  2. Edit a purchase order
  3. Change the Status to Issued
  4. Save