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Every purchase order has a status that describes it. Unlike the job status, the purchase order status is not necessarily a number. Instead, status can be a word or short phrase that's completely customizable -- and user-defined.

The purchase order status is used for sorting records on reports. Also, the purchase order status appears on the printed PO. The purchase order status is optional, so you don't have to use it. It's useful for tracking hundreds of open purchase orders, since it groups POs in some kind of sensible order. If you have only one purchase order to update, it's faster to change its status by clicking on the Specifications web page. But if you have many purchase orders to update, the Update Status web page makes it quick and easy.

To edit a purchase order's description/status

1 Choose Production > Purchase Orders, then find the PO that needs updating.

2 Click on the edit button.



The Edit PO Description/Status web page opens, displaying the purchase order's details, including revision number and current status.

3 Make the necessary changes to the purchase order's details and status.

4 Click Save.

The order's new status will be seen and used throughout My Clients & Profits! X. Changing the status to "closed" doesn't actually close the PO, since the PO's amounts aren't changed.