Find everything PO-related in this section of Vic.ai, Purchase Orders. It works hand-in-hand with our existing Invoices section to code all associated PO expenses.
Here you can see all POs from your ERP, and see high-level information such as:
PO status (open or closed)
Matching invoice(s) that fulfill a PO
Order details such as Item ID, UOM, Quantity, Amount, and Unit Price
Purchase Order Grid
This contains all the purchase orders that match the criteria of your selected View.
Enter a PO, and expand the PO lines to see the associated PO lines. You'll see all configured fields, which may include:
Item ID
Unit of Measure (UOM)
Quantity
(Quantity) Received
Amount
Unit Price
Matched Invoice(s)
PO Status:
The Status column will show whether a PO Is open or closed.
Open: The PO has available quantities to match to
Closed: The PO has no available quantities to match to, or the PO has been entirely fulfilled.
Filter Options
All of the filter options available to your on the Purchase Orders tab.
Status:
Open: PO has not yet been matched to invoice(s) with the corresponding PO lines
Closed: PO has been matched within tolerance to invoice(s)
Document Type:
Purchase Order: An unmatched PO
Purchase Order with invoice: A PO that has been matched to an invoice
Vendor:
Select your desired vendor(s), including vendors that were previously used but no longer available to select.
Purchase Order Number Contains:
Search by any values in the PO number