This article outlines a clear, step-by-step process change the Status of a Product Purchase Order.
PURPOSE
This function enables authorized users to update the status of a Product 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 PPO.
- Improved Workflow Visibility: Track PPO progress through various lifecycle stages by tracking the PPO Status.
- Audit Trail: Maintains records of who changed the status and when.
- Procurement Compliance: Reinforces role-based access and accountability.
FOLLOW STEPS BELOW:
1. From the Sync Homepage, Click on Search
2. Select Product Purchase Orders
3. Apply relevant filters and capture a search criteria e.g. PPO#
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.
NB. For a quick tutorial watch below
