Before you start
The Purchase orders area tracks a purchasing need through to receipt. The document records the provider, date, items, quantities, notes, and owner, along with status changes and the people who made them.
Information
The Purchase orders feature has its own permission. Access to invoices does not automatically grant access to purchase orders.
Approve or reject an order
If you are authorised, open the pending order and select Approval. Before recording the decision, check:
- that the provider is correct;
- that the items and quantities meet the purchasing need;
- that the notes contain the necessary information;
- that there is no equivalent order.
An approved order can progress to Sent. A rejected order can return to draft for correction and another approval cycle.
Warning
Editing an already approved order returns it to draft and restarts approval. This ensures changes are reviewed before the order is sent to the provider.
Mark an order as sent
After communicating the approved order to the provider, select Mark as sent. The status changes to Sent and receipt actions become available.
Talento records the change but does not send the document to the provider through this action. Use the channel agreed by your company.
Outcome
You can verify the result in the team view or in the state described in the steps above.
Common problems
If an option does not appear, it may depend on your permissions, active modules, or company configuration. Ask an administrator to review your access; you do not need to repeat the task or choose an option that does not apply.