Definition
A Purchase Order in the Bottleneck Manufacturing Portal represents a request from your Manufacturer Org to a Vendor Org for the purchase of goods or services. It serves as a formal agreement and documentation of the items, quantities, pricing, and terms agreed upon between your organization and the vendor. Purchase Orders play a crucial role in managing your procurement process and ensuring the timely acquisition of necessary materials and services.
Examples
For example, "Sunshine Beverages LLC" might create a Purchase Order with "Natural Packaging Solutions Inc." to purchase 10,000 units of "16oz Beverage Bottles." The Purchase Order would capture important details such as the vendor's information, order date, requested delivery date, and billing address.
Relations
Vendor Org: Purchase Orders are associated with a specific Vendor Org to indicate the vendor to whom the purchase request is made.
Purchase Order Line Items: Purchase Orders consist of one or more line items, representing the individual products, quantities, and pricing agreed upon with the vendor.
Bill: A Purchase Order is often linked to a Bill that is generated upon receiving and processing the vendor's invoice.
Example Relations
In our example, the Purchase Order from "Sunshine Beverages LLC" would be associated with the Vendor Org, "Natural Packaging Solutions Inc." It would include line items specifying the quantity of "16oz Beverage Bottles" requested. Once the Purchase Order is processed and goods are received, it may generate a Bill to record the details of the purchase.
Entity Lifecycle States
Purchase Orders can have lifecycle states such as:
DRAFT: The Purchase Order is being created or edited and is not yet finalized.
PENDING_APPROVAL: The Purchase Order has been created and is awaiting approval from the appropriate personnel.
APPROVED: The Purchase Order has been approved and is ready to be fulfilled.
REJECTED: The Purchase Order has been rejected and will not be fulfilled.
CANCELED: The Purchase Order has been canceled and will not be fulfilled.
DELETED: The Purchase Order has been permanently removed from the system.
Purchase Order Line Item
Definition
A Purchase Order Line Item represents an individual product or quantity listed within a Purchase Order. It provides specific details about the items requested from the vendor, such as the product name, quantity, price, and any additional specifications or options.
Examples
In our previous example, the Purchase Order from "Sunshine Beverages LLC" might include a Purchase Order Line Item for 10,000 units of "16oz Beverage Bottles." The Line Item would capture the specific quantity and product information associated with the purchase request.
Relations
Purchase Order: Purchase Order Line Items are part of a Purchase Order, providing detailed information about the products requested from the vendor.
Bill Line Item: A Purchase Order Line Item may be linked to a Bill Line Item once the Purchase Order is converted into a Bill.
Example Relations
The Purchase Order Line Item for 10,000 units of "16oz Beverage Bottles" would be associated with the Purchase Order created by "Sunshine Beverages LLC." This Line Item would reflect the specific product and quantity requested from the vendor.
Entity Lifecycle States
Purchase Order Line Items typically do not have their own lifecycle states. Instead, their status is tied to the lifecycle of the associated Purchase Order.
Bill
Definition
A Bill in the Bottleneck Manufacturing Portal represents an invoice or request for payment received from a Vendor Org for goods or services provided. It serves as a formal record of the vendor's charges, terms, and payment due dates. Bills are essential for managing accounts payable, tracking expenses, and ensuring timely payment to vendors.
Examples
Continuing with our previous example, once "Sunshine Beverages LLC" receives the goods from "Natural Packaging Solutions Inc." for the Purchase Order of 10,000 units of "16oz Beverage Bottles," a Bill is received. The Bill represents the vendor's invoice and captures the details of the purchase, including the total amount owed.
Relations
Vendor Org: Bills are associated with a specific Vendor Org to indicate the vendor from whom the invoice is received.
Purchase Order: A Bill is often linked to a specific Purchase Order, indicating the purchase transaction for which the invoice is generated.
Bill Line Items: Bills consist of one or more line items, representing the individual charges, quantities, and pricing specified in the vendor's invoice.
Example Relations
In our example, the Bill from "Natural Packaging Solutions Inc." would be associated with the Purchase Order created by "Sunshine Beverages LLC." It would include line items reflecting the charges and quantities detailed in the vendor's invoice.
Entity Lifecycle States
Bills can have lifecycle states such as:
DRAFT: The Bill is being created or edited and is not yet finalized.
OPEN: The Bill has been generated and is awaiting payment.
PARTIALLY_PAID: A partial payment has been made on the Bill.
PAID: The Bill has been paid in full.
CANCELED: The Bill has been canceled and will not be paid.
DELETED: The Bill has been permanently removed from the system.