This article outlines a clear, step-by-step process change the Status of a purchase order. 

 

PURPOSE

This function enables authorized users to update the status of a Purchase Order (PO) within Sync. Status changes are permission-based to ensure control and compliance in the procurement process.

 

KEY BENEFITS

  • Controlled Approval Process: Ensures only authorized personnel can progress the PO.
  • Improved Workflow Visibility: Track PO progress through various lifecycle stages.
  • Audit Trail: Maintains records of who changed the status and when.
  • Procurement Compliance: Reinforces role-based access and accountability.
  • Streamlined Vendor Communication: Prevents premature printing or issuing of unapproved POs.

 

FOLLOW STEPS BELOW:

 

1. From the Sync Homepage, Click on Search

2. Select Purchase Orders

3. Apply relevant filters and capture a search criteria e.g. PO#

4. Click ‘Search

5. Click ‘Select’

6. Click on ‘Status’

7. Select applicable status, e.g. ‘Approved’ or ‘Issued’

8. Click ‘Close’

 

ADDITIONAL NOTES

Only users with role-based permissions can update specific statuses.

Unauthorized users will not see certain status options.

Once a PO is Approved, it becomes available for Printing and Issuing

 

NB. For a quick tutorial watch below