Page Comparison

Purchase Order Flow Type

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To Configure the Purchase Order Flow Type, click on the “Configure” button on the Company page.

The Purchase Order Flow Type determines what steps an order goes through from the initial request submitted in the portal to receiving that order into inventory as an asset. There are three types: Disabled Purchase Orders, Single Issue Order Flow, and Multiple Issues Order Flow.

Disabled Purchase Orders

If this configuration is selected, Checkout will simplify order flow and disable purchase orders, submitting to vendors and invoices entirely.

Single Issue Order Flow

If this configuration is selected, Checkout will do all the order operations within a single ticket.

Multiple Issues Order Flow

If this configuration is selected, Checkout will separate purchase order and invoice functions into separate tickets for vendor and accounting roles respectively.

Template Layout

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To Configure the Purchase Order Template Layout, click on the “Configure” button on the Company page.

Choose which template layout you wish to use, add any Notes & Instructions, and any Additional Pages, then click “Save” to save your changes.

Disable Checkout

If you wish to disable Checkout on this project, click the ‘…' in the upper-right hand corner of the Company page and click “Disable Checkout.” This does not delete any data (settings, items, assets, departments, etc.). This does not delete Checkout from your project. It removes Checkout from the project’s portal. You will not see the Checkout hub. However, Checkout will still exist in your project settings, with all of the data still present.