• Fundamental Logo

    Vision Support

  • Menu
  • KNOWLEDGE BASE
    • Admin Utilities
      • Authorization
      • Calendar
      • Company Wide Dashboards
      • Contract Management
      • Credits
      • Locations
      • Network Events
      • Preseem Packages
      • Service Area Management
      • Service Items
      • Service Offers
      • Service Packages
      • Mass Shopping Cart
      • Subscriber Management
      • Email Templates
      • Support SMS
      • Tickets
      • Users
      • Workflows
    • Dashboard
      • Map Layers
      • Report Cards
    • Calendars
    • Contractor Portal
    • Inventory
      • Manufacturers
      • Purchase Orders
      • Vendors
      • Warehouse
    • Network
      • Circuits
      • Events
      • Hardware
      • IP Addresses
      • Monitoring
        • Monitoring Templates
      • Outside Plant
        • Contractor Users
      • Phone
      • VLANs
    • Operations
      • Billing
        • Batch Notifications
        • Batch Transactions
        • Check Processing
        • Credit Receipts
        • Invoices
        • Invoiced Packages
        • Payment Receipts
        • PDF Settings
        • Bill Message Admin
        • Reports
      • Inventory
        • Report Builder
        • Warehouses
      • Marketing
      • Network
        • Audits
        • Network Events
        • Reports
        • Report Builder
        • Track Your Truck
      • Regulatory
      • Projects
      • Subscribers
      • Tickets
      • Workflows
    • Portal
      • Quick Pay
    • Public Shopping Cart
    • Subscribers
      • Account Page
      • All
      • Attachments
      • Calendar
      • Contacts
      • Invoices
      • Locations
      • Notes
      • Onboarding
      • Payments
        • Recurring Payments
        • Credits
      • Portal
      • Reports
      • Services
      • Summary
        • System Cards
      • Tags
      • Tickets
    • User Settings
    • Workflow Processes
  • Roles
    • Administrators
    • Billing Department
    • Customer Service
    • Field Techs
    • Inventory
    • Marketing
    • Network Ops
    • Outside Plant
    • Point-of-Contact
    • Tech Support
  • Resources
    • Blog Posts
      • Vision User Conference 2023
    • FAQ
    • How-to Videos
    • Icon Glossary
    • Implementation Process
    • Key Terms
    • Learn the Basics
    • Mobile Navigation
    • Search Tips
    • Training Curriculum
  • Integrations
    • 3-GIS
    • Calix Integration
    • Clearcable
    • Facebook / Meta
    • MikroTik
    • Preseem Integration
    • Ubiquiti Networks Integration
    • Five9
  • SUPPORT
    • Contact Us
    • Release Notes
    • Training Expectations
    • User Conference 2023
  • KNOWLEDGE BASE
  • Admin Utilities
  • Workflows

Workflow Example - Purchase Order

admin utilities workflows purchase orders

Purchase Orders track the process of ordering and receiving inventory into the system. A Purchase Order workflow allows you to partially receive a purchase order. This way, orders can be received even if all of the items have not yet been delivered. 

  • Complete a purchase order workflow
  • Create a purchase order workflow 

Learn more about: 

  • Workflow components 
  • Workflow processes 
  • Create a new workflow

Learn how to add inventory to Vision here. 


Complete a Purchase Order Workflow 


Click on the chart-timeline-variant.svg icon next to the purchase order to view the workflow.

purchaseorder.png

Then click on the applicable workflow to view the tasks. 

workflow-processes.png

The workflow associated with a purchase order is dependent on the PO type and can be selected when a PO is created.

The PO type(s) associated with a workflow can be added at the workflow's creation under Workflow Associations. 

basicwf.png

Approve the purchase order and complete the task. 

approvePO.png

Order the products associated with the purchase order and complete the task. 

orderproducts.png

To partially receive a purchase order, select the icon next to "Receive PO Inventory." 

receiveproducts.png

Choose the number of items to receive, reorder or cancel from the purchase order. 

receive-1.png

Enter the number of items to receive, reorder or cancel in the corresponding boxes. If you reduce the quantity in the received column, but don't specify a reorder quantity, the system will indicate the difference as cancelled. 

cancel.png

Reordering items (indicating that they were not received in the current shipment) will create a new purchase order. 

reorder.png

Select receive inventory to either receive all the items, cancel some of the orders or reorder items. If reording items, select YES when asked to create a new PO. 

newPO.png

The new PO will be listed under purchase orders. 

neworder.png

To finalize bringing the hardware into the system, return to the main purchase order interface and select Edit > Complete PO to bring the indicated inventory into the system. The easiest way to do this is to select the purchase order number from the workflow ID in the top left corner of the workflow.  

PO-ID.png

Create a Purchase Order Workflow


A standard purchase order workflow entails a few standard steps. 

These steps are a good starting point: 

  1. "Approve purchase order" task
  2. "Order products" task 
  3. "Receive products" task with the "Receive PO Inventory" field
workflow1.png

The "Receive PO Inventory" field is what creates the ability to partially receive inventory. 

receivefield.png

 

Copyright © 2023 Vision Support
Back to Top