Learn how to use the module to register, track, and update purchase orders with traceability, less rework, and better supplier coordination.
Prerequisites
Before using this guide, make sure the user has purchasing permissions and that supplier, accounting entity, and purchasing entity are already configured.
The purchase orders module in PIC organizes the operational relationship between your team and suppliers. Its purpose is not only to store a document, but to keep the order inside a visible, controlled flow connected to the rest of the process.
From here, users can review existing orders, validate line items, check totals, and work on updates without relying on fragmented email threads or attachments.
When orders are managed outside the system, duplicates, incomplete data, and follow-up delays appear quickly. PIC reduces that risk by validating information before saving and by keeping a clear trace between purchasing, receiving, and invoicing.
That improves internal coordination, reduces rework, and helps suppliers operate with consistent information.
The following summary describes how a business user typically works with the module.
Access the purchase orders report to review existing documents or start a new transaction. From there you can inspect header data, items, and current status.
Main purchase order workspace.
Check that supplier, accounting entity, purchasing entity, and currency match the business scenario. The system validates these fields before moving forward.
| Field | Description | Required |
|---|---|---|
| Supplier | Must exist, be active, and have the correct role in the process. | Yes |
| Accounting entity | Defines the financial context for the order. | Yes |
| Purchasing entity | Must be compatible with both the accounting entity and supplier configuration. | Yes |
| Currency | Used to calculate and display order totals. | Yes |
Review each line item. The system checks duplicates, validates units and item types, and recalculates totals so header and item data stay consistent.
Digitalize customer interaction too and expand the value of the same integrated model.
Connect operations with finance and detect dependencies across processes.
Resolve process and adoption questions with contextual assistance.