Orders and Receiving

Users can view orders placed between their community and suppliers, utilizing the Orders view screen.

Additionally, users can attach documents for internal view only, once the purchase order is sent.

For Buyers, the orders viewed may be limited to orders placed by them and/or other users in their designated Organization Unit.

To learn how to change the Buyer default settings, refer to user/buyer search filter default help article.

 

Watch this short video on how to View and Export Orders or read below for additional details: 

 

View Orders Screen Overview

To view the Orders screen, go to the Marketplace module > click Orders. 

 

The Orders view screen will populate to view orders created in the last 90 days (Period filter default). 

By default, the Search function is set to search by Order Number. To search for a specific item, select the dropdown next to Orders > click Items. When searching for an item, a list of related orders will appear with the item listed just below the order number.

 

The Created Date is defaulted to the last 90 days and can be changed, by selecting the dropdown in the Created Date field.

 

Additionally, your search can be customized, by clicking Filters on the right side of the screen.

 

Once Filters is selected, these additional fields will populate:

Supplier, Order Type, Buyer, Receiving. If applicable, Has Accepted Invoice, Organization Unit, Work Order, Order State, Payment Method.

Users can also filter the list to only show Goods Received Not Invoiced (GRNI) or Commitments orders, utilizing the Views field.

 

Columns on the Orders screen can also be used for Sorting.

The available columns to sort the Orders are:

• Order: Orders listed in numerical order
• Receiving: Status when order was receiving was actioned by the community, in Unimarket
• Type: By type A-Z and vice versa (e.g. Blanket first)
• Buyer: Name of the users who submitted the requisition associated with the order
• Requisition: The requisition number associated with the order
• Created: Oldest date (first or newest)
• Supplier: Name of the supplier
• Order Date: Date/Time when the order was created
• Total: the Subtotal of the order and do not include any Shipping or Tax amounts. Shipping and/or Tax amounts can be viewed on the order

 

View Order Details

To view the order details, go to the Marketplace module > click Orders > use the Search Order Number field, to insert the desired order number. Or customize the search utilizing the Created Date field and/or Filters.

Once the order is located, select the order number > the desired order view screen will populate, displaying details. 

 

Order States

Order State:

• Order - Open: If the order state is open, users can create invoices against the order.

• Order - Closed: If the order state is closed, invoices can no longer be created against this order.

 

Receiving

• Receiving State:

  • Receiving - Open: Item(s) on the order has not been received by the community and receiving actions can be taken.

  

  • Receiving - Closed: If receiving state is closed, no further receiving actions can be made against the order and may prevent invoices from matching.

  

  • Receiving - Partial: Multiple items on the order and some items has been received by the community, in Unimarket.

  

 

Available Actions on Orders

In the More Actions menu (in the upper right corner), users will see the below actions:

• Copy: Copies the Order to your Shopping Cart and begins the checkout process.
• Close: Closing an Order prevents any further receiving and invoicing or editing.

Dependent upon whether the community has the below enabled, users may also see:

• Cancel: Cancels the Order.
• Edit: Allows you to edit the Order.
• Receive All: Allows you to receive all the products in the Order at once.
• Create Contract: Users with the Create Contract role can create a new contract directly from an Order.
• Link Contract: Users with the Create Contract role can link the order to an existing contract for the associated Supplier.
• Resend Email: resends email confirmation to Community and Supplier.

 

Export Orders

Export Orders provides an array of great information for a Buyer, including Supplier Tags for reporting purposes.

To customize data to be included in the export file, select Filters > choose from the available options > click Export > select Export Orders or Export Order Lines.

The Export Orders will provide the summary/header level detail of the orders and Export Order Lines will provide a line level breakdown of orders.

Note: Values used in exports, exclude GST & Shipping. Order Exports are available in the task/background menu for 7 days, from action date.

 

Once the desired option is selected, a pop-up box will appear > select the hyperlink titled Here to proceed to the Background Jobs screen.

 

Once your CSV file is in a Finished state, select Download.

 

Bulk Change Orders

Bulk Change Orders, allow users to Close Order, Reopen Order, or Update Organization Unit.

Note: Bill To and Ship To addresses will retain what was applied at the time of the Order, in cases where an update is made to the address.

 

To bulk change certain orders, click Export and > select Bulk Change.

 

Attach Documents for Internal View Only

Users can attach documents for internal view only, once the PO is sent and the supplier cannot view attached documents.

To attach the document(s), go to Marketplace module > click Orders > locate the order number > click More Actions > select Edit > scroll to the bottom of the page > under Order Attachments header, select Browse > Attach desired document > click Un-share > select Save. 

 

Note: For additional subject matter information, select the help article links below: Cancelling or Editing an Order see Cancel & Edit Orders Receiving see Receiving Orders Contracts see Contract Management Creating an Invoice from an Order see Creating Electronic Invoices

 

 

The Comments tab within an order, serves as a valuable tool. Enabling users to include notes pertaining to the order and effectively manage essential details, such as:

• Include tracking numbers
• ETA for backorders
• Communication with supplier and
• Other notes, user desires to link to an order

The Comments tab is available in all order types including Blanket orders.

Any user who can see an order in the Community, should be able to view and/or add comments. 

 

Add Order Comments

To add a comment to an order, go to the Marketplace module > select Orders > enter the desired order number in the Search Order Number field or utilize Filters.

 

Once the order is located, select the order number > the Order view screen will appear > select Comments tab > click +Add Comment > enter desired user is Mentioned users field > insert message in Text box > select Send. 

 

Once completed, an email notifications will be sent to the Buyer (unless the Buyer created the comment), Requester and On Behalf of users.

The mentioned user will receive an email notification beginning with: "You were mentioned in this comment." For comment mentions, the First and Last Name and comment text is displayed in the Comments section/tab.

For Blanket Order comments: Email notifications will be sent to the Buyer and all Available To users. 

Note: Comments posted in the orders are only visible in the Community, and are not shown on the supplier side.

Users may desire to use the Copy feature for standard orders. The time-saving feature can be utilize on standard orders that are open or closed, in Unimarket.

Some suppliers with Roundtrip/Punchout catalog, do not allow product re-use. In this case, visit the catalog again to retrieve up-to-date product information for the new shopping experience. 

 

Copy A Standard Order

To Copy a standard order, go to Marketplace module > select Orders > enter the desired order number in the Search Order Number field or customize your search by utilizing Filters.

 

Once the order is located, select the order number > The order view screen will appear > select More Actions > click Copy.

 

The checkout screen will appear to check for checkout. 

When receiving is enabled, buyers have the ability to receive order lines against a purchase order.

Receiving is used as part of the 3-way matching process when invoices are received from suppliers. For additional information, refer to help article Invoice Module Administration.

If the community desires to enable Receiving, please reach out to your Unimarket Customer Success Manager.

 

Receive All (Multiple Items)

Receive All from Receiving Screen

All items can be received on the Receiving screen by going to Marketplace module > click Transactions > select Receiving.

 

The Receiving screen will appear > locate the desired line item of the specific order > select Receive All > a pop-up box will appear > enter the relevant quantity received in the Received Quantity field(s) > add desired message, in Note field > select OK.

 

If the user added a Note, the note can be located on the purchase order. By selecting Orders > locate the desired order > click the Items tab > locate the item line where item(s) were receive with an added note > select icon > a pop-up box will appear.

Receive All from Purchase Order

All items can be received on the desired purchase order, by going to Marketplace module > click Orders > locate the desired purchase order, utilizing the Search Order Number field or customize your search with Filters. 

 

Once the desired Order view screen appears, select More Actions > click Receive All.

 

A pop-up box will appear > enter the relevant quantity received in the Received Quantity field(s)> add desired message, in Note field > select OK.

If the user added a Note, the note can be located on the purchase order. By clicking the Items tab > locate the item line where item(s) were receive with an added note > select icon > a pop-up box will appear.

 

Receive by Line (Individually)

Receiving Item Line(s) from Receiving Screen

Individual item lines can be received on the Receiving screen by going to Marketplace module > click Transactions > select Receiving.

 

The Receiving screen will appear > locate the desired line item of the specific order > select Receive > a pop-up box will appear > enter the relevant quantity received in the Received Quantity field > add desired message, in Note field > select OK.

 

If the user added a Note, the note can be located on the purchase order. By selecting Orders > locate the desired order > click the Items tab > locate the item line where item(s) were receive with an added note > select icon > a pop-up box will appear.

 

Receive Item Lines Manually from Purchase Order

An individual item line can be received on the desired purchase order, by going to Marketplace module > click Orders > locate the desired purchase order, utilizing the Search Order Number field or customize your search with Filters. 

 

Once the desired Order view screen appears, scroll down to the desire item line > select Receive > a pop-up box will appear > enter the relevant quantity received in the Received Quantity field > add desired message, in Note field > select OK.

 

If the user added a Note, the note can be located on the purchase order. By clicking the Items tab > locate the item line where item(s) were receive with an added note > select icon > a pop-up box will appear.

Receive Items on Behalf of Other Users

Receiving Sharing allows users to manage receiving on all purchase orders in their Organization Unit, except an marked as sensitive. If the community desires to enable this feature, Community Administrators can enable the setting by referring the help article Unimarket Sharing Guide for instructions.

If the user has the 'On Behalf of Receiving' role and the Receiving Sharing setting is enabled for the Community. Users can locate desired items to receive on behalf of a user, by going to the Marketplace module > select Transactions > click Receiving.

 

The Receiving screen will populate > select the encircle arrow to expand customizable Filters > 

 

 

Select the desired buyer in the Buyer field > click Search > once the order is located, follow the instructions above to Receive All (multiple line items) or Receive (individual line item). 

 

Manual Close

Buyers and Community Administrators can manually close a purchase order.

Manually closing receiving will prevent any more goods from being received, in Unimarket and may prevent invoices from matching.

 

Manually Close from Receiving Screen

Go to Marketplace module > click Transactions > select Receiving.

 

The Receiving screen will appear > locate the desired line item of the specific order > select Receive All > a pop-up box will appear > in the Action field, select Manual Close > insert desired message, in the Note field.

If there are multiple lines, select the Close box next to the applicable item > click OK.

 

Manually Close from Purchase Order

Go to Marketplace module > click Orders > locate the desired purchase order, utilizing the Search Order Number field or customize your search with Filters. 

 

Once the Order view screen appears, select More Actions > select Close > a pop-up box will appear > insert desired message in the Text box > select OK.

 

Reopen Receiving

Users and Community Administrators can reopen receiving for all line items or individual items on a purchase order.

This will not undo any receiving previously processed. 

 

Reopen All Line Items

Go to Marketplace module > click Transactions > select Receiving.

 

The Receiving screen will appear > locate the desired line item of the specific order > select Reopen All > a pop-up box will appear > in the Note field, insert the desired message > check all Reopen boxes next to all line items > select OK.

 

Reopen an Individual Line Item

Go to Marketplace module > click Transactions > select Receiving.

 

The Receiving screen will appear > locate the desired line item of the specific order > select Reopen > a pop-up box will appear > in the Note field, insert the desired message > select OK.

 

Receiving State Status

Receiving State:

• Receiving - Open: Item(s) on the order has not been received by the community and receiving actions can be taken.

• Receiving - Closed: If receiving state is closed, no further receiving actions can be made against the order and may prevent invoices from matching.

Note: If receiving also needs to be undone, refer to help article Undo Receiving for additional information.

• Receiving - Partial: Multiple items on the order and some items has been received by the community, in Unimarket.

 

How Receiving Relates to Invoice Matching

If 3-way matching is enabled, suppliers can only submit an invoice for the quantity received by the buyer or browser.

• Match: If the supplier invoices for the received amount the invoice will pass and will be submitted to the buying organization's finance system for payment.
• Pending Receiving: The items on the order have not been received by the buyer. Once the buyer receives the item(s) the matching will reprocess.
• On Hold: The invoice submitted by supplier exceeds the quantity or amount tolerances set by the community and needs to be routed for approval.
• Rejected: Line/Invoice Qty and/or amount have not matched the original order and have been manually rejected by AP or the buyer in the exception approval process.

The Returns feature allows communities to mark items delivered (by the supplier) as returned and make changes to the received quantity, if an error is made.

Additionally, communities can record returns for items just delivered, but have not be marked as received (in Unimarket), by enabling Return New Items settings. 

If communities would like to enable the Return and/or Return New Items features, please reach out to your Unimarket Customer Success Manager. 

Note: Marking an item as returned, is for receiving accuracy only, in Unimarket. Information is not sent to the supplier. Please reach out to the supplier to process return of item(s).

 

Returns

Once the Return settings is enabled, users can return items that has Open or Closed receiving item(s).

Open Receiving Items

To return items for Open receiving items, go to Marketplace module > click Transactions > select Receiving.

 

The Receiving screen will appear > locate the desired line item of the specific order > select Receive.

A pop-up window will appear > in the Action field, select Return. Dependent upon the setting enabled by the community, the user may have 2 Return Type options.

Select the desired Return Type option > insert the information in the required fields marked with a red asterisk > click OK.

 

Upon completion, the user may desire to manually close the receiving on the line item.

Note: By closing the receiving, the user is stating: They are done receiving on the order and If there are any remaining items on the order, they are not expecting to receive them. As a result, no invoice can be raised by the supplier against the order and may prevent invoices from matching.

 

To do so, select Receive > a pop-up box will appear > in the Action field, select Manual Close > insert desired message in Note field > click OK. 

 

To view the Receiving History for the line (including any returns), click on the  icon on the line item of the applicable order.

 

A pop-up box will appear showing the Return and Manual Close, including any Notes provided at the time of Return and/or Manual Close.

 

 

Closed Receiving

To return the item(s) for closed receiving, receiving must be reopened. 

To reopen receiving, go to Marketplace module > click Transactions > select Receiving.

 

The Receiving screen will appear > locate the desired line item of the specific order > select Reopen next to the applicable line item > a pop-up box will appear > in the Note field, insert the desired message >  select OK.

 

A pop-up window will appear > Dependent upon the setting enabled by the community, the user may have 2 Return Type options.

Select the desired Return Type option > insert the information in the required fields marked with a red asterisk > click OK.

 

Upon completion, the user may desire to manually close the receiving on the line item.

Note: By closing the receiving, the user is stating: They are done receiving on the order and If there are any remaining items on the order, they are not expecting to receive them. As a result, no invoice can be raised by the supplier against the order and may prevent invoices from matching.

 

To do so, select Receive > a pop-up box will appear > in the Action field, select Manual Close > insert desired message in Note field > click OK. 

 

To view the Receiving History for the line (including any returns), click on the  icon on the line item of the applicable order.

 

A pop-up box will appear showing the Return and Manual Close, including any Notes provided at the time of Return and/or Manual Close.

Buyers of an order, users with the Create Invoices role or Community Administrators are able to close an order and/or line item receiving.

By closing an Order, the user is stating:

• All needed actions against the order have been complete.

Closing the order will stop Suppliers and Users with the relevant roles from submitting invoicing against the order.

By closing Receiving, the user is stating:

• They are done receiving on the order and
• If there are any remaining items on the order, they are not expecting to receive them.

As a result, no invoice can be raised by the supplier against the order and may prevent invoices from matching.

If an order has been closed in error, (i.e. you have received the goods and the supplier's invoice is rejected), the order can be reopened.

 

Close an Order

To close an order, go to the Marketplace module > select Orders > insert the desired order number in the Search Order Number field or customize search by using Filters.

 

Once the desired order is locating, select the order number.

The desired order view screen will appear > select More Actions > click Close > a pop-up screen will appear, to enter desired message in the Text box > select OK.

 

Close Order Line Receiving Status

Close Receiving for a Line Item

To close a line item on an Order, go to the Marketplace module > select Orders > insert the desired order number in the Search Order Number field or customize search by using Filters.

 

Once the desired order is locating, select the order number.

The desired order view screen will appear > scroll down to the desired line item > click Receive > a pop-up box will appear > in Action field, select Manual Close > insert required message in Note field > select OK.

 

Close Receiving for Multiple Line Items

To close receiving for multiple line items, go to Marketplace module > click Transactions > select Receiving.

 

The Receiving screen will appear > in Order Number field, insert desired order number or select the encircled down arrow to customize search using Filters. 

 

Select Receive All > a pop-up box will appear > in Action field, select Manual Close > insert a required message in the Note field > check the Close box associated with the desired items > select OK.

 

Reopen Order Lines Item(s)

To reopen order line item(s) go to Marketplace module > click Transactions > select Receiving.

 

The Receiving screen will appear > in Order Number field, insert desired order number or select the encircled down arrow > select

 

Select Manually Closed in the State field > click Search. 

 

Once the order is located, select Reopen All > a pop-up box will appear, to insert required message in Note field > check Reopen box next to the applicable item > select OK.

Order State Status

Order State:

• Order - Open: If the order state is open, users can create invoices against the order.

• Order - Closed: If the order state is closed, invoices can no longer be created against this order.

 

At times, Buyers and Community Administrators may need to undo the previous receiving action.

For example, if the buyer received the wrong quantity or decided to return an item after the item was received and closed, in Unimarket.

To do this, make your way to the order in which you need to undo the receiving for by going to the Orders page and using the search filter. 

 

Undo Receiving

Partial Receiving Line Item

If the buyer received the wrong quantity and the receiving state is partial (meaning there are more line items to receive), go to Marketplace module > click Orders > insert the desired order number, in the Search Order Number.

 

Or to customize the search, by selecting Filters > in Receiving field, select Partial > click Apply Filter.

 

Once the order is located, select the order number > the desired order view screen will populate > scroll to the applicable line item > select icon.

 

A pop-up box will appear. To view the receiving history, check Show Hidden Receiving History box > select Undo > in the Note field, insert the required message > select OK.

 

Closed Receiving Line Item

If the receiving state is closed and the user desires to reopen, go to Marketplace module > click Orders > insert the desired order number, in the Search Order Number.

 

Or to customize the search, by selecting Filters > in Receiving field, select Closed > click Apply Filter.

 

Once the order is located, select the order number > the desired order view screen will populate > scroll to the applicable line item > select Reopen > a pop-up box will appear > in the Note field, insert the required message > click OK. 

 

At times, Community Administrators may desire to trigger an Outstanding Receiving task to buyers. For receiving that has been opened (not received or partially received) for a specified length of time (e.g. after 30 days).

Once triggered, buyers will receive an email notification whenever an invoice is processed against the Outstanding Receiving orders, located in their task menu. Ensuring buyers are privy to any new invoice actions taken place.

Additionally, Community Administrators can enable Invoice Reminders setting. To assign a wait period between when an invoice is created by the supplier (when items are shipped) and when the buyer will receive a reminder close to when the products are expected to arrive.

 

Enable Open Order Reminder

To enable Open Order Reminder setting, go to Administration module > select Modules > click Procurement.

 

Select Features tab > scroll down to header titled Receiving > check Enable Open Order Reminder box > once selected, the Open Order Reminder Days box will allow the user to specify the number of days an order has to be open before triggering an Outstanding Receiving task to buyer.

Note: Pending Receiving orders with invoices will appear in the Outstanding Receiving task list immediately and trigger an email notification. Whether or not Open Order Reminders setting is enabled.

The Open Order Reminder setting works well in conjunction with the Task Digest Email. For additional information, refer to help article more information see Enable Task Digest Email.

 

Enable Invoice Reminder Wait

To enable Invoice Reminder Wait setting, go to Administration module > select Modules > click Procurement.

 

Select Features tab > scroll down to header titled Receiving > check Enable Invoice Reminder Wait box > once selected, the Invoice Reminder Wait Days box will allow the user to designate the amount of days, Unimarket will wait before sending a receiving reminder notification. To buyers for orders that have an invoice with the Pending Receiving state.

 

View Outstanding Receiving

To see any current Outstanding Receiving tasks, select the Tasks menu > click Tasks tab > select Outstanding Receiving.

 

The Order Receiving screen will populate, displaying orders that has a receiving task created to action. Additionally, users can customize their search utilizing the Order Number, Supplier and/or Has Pending Invoice (i.e. Pending Receiving orders with an invoice) filters.

Note: Orders with a note icon on the left of the item number, implies an order with a Pending Receiving Invoice.

 

To view the order, select the item number. For additional information about receiving, please refer to help article Receiving Orders.

 

Scenario

If the community has enabled Open Order Reminder and designated the Open Order Reminder Days for 30 day timeframe, buyers will receive Outstanding Receiving tasks if:

• Order is still in Open or Partial receiving state after 30 days has passed and the order was created after settings were enabled.
• An invoice is created against the order after the settings were enabled and the order has not been marked as received. The buyer will also be notified via email, that receiving action is needed.
• Order is in an Open or Partial receiving state, the settings were enabled after the order was created and then the order is partially received. If the order was created more than 30 days ago, it will be added straight away. If the order has not reached the 30 days, it will be added when it does.
• Orders pending receiving with an invoice will always show on the Outstanding Receiving task screen. Additionally, an email notification will be triggered to buyers to take action. 

Communities may be interested in the Auto Close feature that automatically closes any order, when:

• All order lines are in a Closed or Manually Closed state and
• The order is fully invoiced by quantity, after the timeframe chosen by your community.

The criteria used to determine if an order can be auto closed are: 

1. Is the order currently OPEN?
2. Was the order fully received at least X days ago?
3. Was the order fully invoiced (by quantity) at least X days ago?

If communities have only Invoicing enabled, Unimarket will only check if the order is fully invoiced.

If Invoicing and Receiving are not enabled, Unimaket will not attempt to close orders with this setting. 

Note: If an order is reopened, it will automatically close the following day unless the receiving process is reversed (undone) and reopened. Thereby, exempting the order from the above criteria. It will become eligible for auto close once again after it is fully received and the specified number of days set by your community have elapsed.

 

Enable Auto Close

Community Administrators can enable Auto Close setting, by going to Administration module > select Modules > click Invoices.

 

Select Settings tab > scroll down to header titled Order Commitments > check Auto Close Completed Orders box > once selected, the Auto Close Time Delay and Maximum Orders closed per day fields will populate, to insert desired information.

• Auto Close Time Delay: The number of days community would like Unimarket to wait until auto closing. This can help avoid any issues when a supplier submits a late credit.
• Maximum Orders closed per day: This will limit the number of orders that can be automatically closed per day and must be set between 1 - 10,000. A lower limit may be useful where you have a loo of orders to close and want to reduce the impact on your corresponding ERP or finance system. Unimarket will default to 10,000.

Once completed, click Save.

Note: Older orders become candidates & are treated as if they became auto-close candidates once enabled.

 

Auto Close will apply to the following orders:

• Standard
• Retrofit and
• Release 

The Auto Close feature does not currently include Blanket orders or orders paid for via Credit Card or Stripe.

Note: To reopen an order, refer to help article Close or Reopen Orders. If an order requires reopening, the receiving must be undone. To avoid the order from auto-closing again. For additional about undo receiving, refer to help article Undo Receiving.

 

When a buyer selects Accept/Reject on an invoice, a pop-up box will appear with possibly a checked I have received these items box. The checkbox is only visible when receiving has not been completed. 

To receive all items, ensure I have received these items is checked > select Accept. Once completed, the goods will be received along with acceptance of the invoice. 

Note: Communities must have Invoice Approvals enabled for the Send for Approval option to be available. To enable, contact support@unimarket.com or your Unimarket Customer Success Manager. The invoices can be routed to the buyer or the requester for initial approval, depending upon community Invoice settings. For additional information about Invoice settings, refer to help article Invoice Administration Module.

 

Auto-Receiving Notification

When the invoice falls outside the community's configured tolerances and fails matching. The invoice will go into the Pending Order Acceptance state and the buyer will receive a notification. Alerting the buyer, the invoice is waiting approve or decline action to take place.

 

The buyer can access the invoice by going to Tasks menu. Once Accept/Reject is selected, a pop-up box will appear to receive all items along with accepting the invoice, by checking I have received these items box > and select Save. 

 

Based on the community's approval process, the invoice will be routed for delegated approval.

Note: For additional information about how buyers can accept invoices, refer to help article Accepting Invoices (Buyer).

 

A retrofit order is used in cases where an order needs to be created, after the fact and must be enabled by Community Administrators. 

With retrofit orders, users can opt not to send the order to the supplier and to auto-receive the items, since in most cases:

• The order will have already been sent by the supplier and/or
• May have already been received by the buyer

This feature will not appear at checkout for Browsers. As only Buyers can checkout orders, retrofit or not.

 

Enable Retrofit Orders Setting

Community Administrators can enable the Retrofit Orders setting, by going to Administration module > click Modules > select Procurement.

 

Click the Features tab > under the header titled General, check the Enable Retrofit Orders box > scroll to the bottom of the screen > click Save.

 

Create a Retrofit Order

To create a retrofit order, go to the Marketplace module > add desired items into cart > in the Order Type section, select Retrofit Order.

Once selected, additional fields will populate to insert information, if desired:

• Related Invoice Number field
• Order Date field (if enabled)
• Order Submission field
  • Do not Send (set as default): Will not send order to supplier electronically
  • Send Electronically: To send order to supplier electronically
• Work Order field

Scroll down to the below section:

 

In the Financial Year field, select the dropdown arrow to choose the desired financial year. 

Note: Customers utilizing financial years can restrict what dates are available. For example, if a buyer selects Financial Year 2018 (July 2017-June 2018), the Order Date must fall within these dates.

The Order Receiving field, Receive Automatically is select as default (if enabled). To change the option, select the dropdown arrow in the Order Receiving field.

When checkout is completed, the requisition will route for approval, as per the usual process.