Release Purchase Order

Explanation

This operation activates a planned purchase order, changing its status from Planned to Released. Once activated, the purchase order is available for other operations, such as printing the order and sending the order to the supplier.

A released order that has been stopped is activated again by the release function.

Prerequisites

• A purchase order header with at least one order line must have been entered and saved.
• The purchase order must be in status Planned.
• If one or several order lines are for exchange parts (unserviceable parts), you must specify the exchange component(s) associated with the line(s).

System Effects

When an order is released, its order status is updated from Planned to Released. This means that the purchase order is available for other operations, i.e., is ready to continue in the order flow.

When you use authorization templates and the purchase order fulfills the conditions for the purchase order authorization rule, the authorization template connected to this authorization rule is retrieved when you try to release this purchase order. When you try to perform the release, a message informs you that this purchase order needs to be authorized before you can release or confirm it. If there are several purchase order authorization rules that are applicable for the purchase order, the template from the one with the highest priority is retrieved, a value of 1 being the highest priority. The purchase order is still in Planned status. When all authorization lines have been authorized, it is possible to release the purchase order by using this function.

For external service orders or when using the charge/no charge function, a customer order is created based on the lines in Purchase Order Line Components. The Cust Order No field on the purchase order line is updated with the customer order number. The customer order information is also displayed.

For exchange order lines, customer orders are created for the delivery of the exchange components to the supplier. The Cust Order No field on the purchase order line is updated with the customer order number.

If the purchase groups of any of the included lines have been set to automatically create fixed assets objects, objects will be automatically created at release of the purchase order. At the same time, the purchase order line will be pre-posted to the object ID.

Window

Purchase Order
Purchase Orders

Related Window Descriptions

Purchase Order
Purchase Order/Misc Order Info
Purchase Orders

Procedure

1. Open the Purchase Order window and display the purchase order you want to activate by populating the window or querying for the order.
2. Right-click and then click Release.

Note: If a project is specified in the project ID field of the Misc Order Info tab, the purchase order cannot be released unless all purchase order lines are connected to the same project.