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Complete a Purchase Order

availability
Platform:WebMobile
Plan Type:BasicEssentialPremiumEnterprise
User Type:RequesterFull UserAdministrator

When you've received and fulfilled the items you ordered, an Administrator can mark the purchase order as complete. You can complete a partially fulfilled purchase order if you don't expect to receive the remaining items.

To complete a purchase order:

  1. From the sidebar, select Purchase Orders.
  2. Select the purchase order with the status Partially Fulfilled that you want to complete.
  3. In the purchase order details, select Complete.

What Happens When You Complete a Purchase Order​

When you complete a purchase order, MaintainX® does the following:

  • Prompts you to confirm that you want to complete the purchase order. Select Confirm.
  • Sets the purchase order's status to Completed.
  • Updates the part's Ordered Quantity field. By default, once all ordered quantities have been fulfilled, the Ordered Quantity field is set to 0, even if more units were received than ordered. For details, see Understanding Part Quantities.

Undo/Update a Completed Purchase Order​

You can update a purchase order even after it's completed. For example, if you complete a partially fulfilled purchase order because you don't expect to receive the remaining items, but then you receive them after all.

To update a completed purchase order:

  1. From the sidebar, select Purchase Orders.

  2. Select the purchase order with the status Completed that you want to update.

  3. In the purchase order details, select (more options), then select Undo Purchase Order Completion.

    MaintainX changes the purchase order's status to Partially Fulfilled.

  4. Update the purchase order details or fulfilled quantities as needed.

  5. When you're finished, complete the purchase order again.