- Go to the Purchase Order (“PO”) record in DATAENTRY status that needs to be confirmed, i.e. ready to be sent to the Vendor for purchasing
- e.g. from Inventory > Purchase Order (or accessible from Workflow > Purchasing > PO’s to Confirm) and filter the data accordingly
- Click the process button to confirm the PO
- Notice the Status changes from DATAENTRY to CONFIRMED
- You may have to do an additional process step to approve the PO, depending on your system configuration; if so, the Status then changes an additional time, from CONFIRMED to APPROVED
- Perform the corresponding action to ensure you send the Purchase Order request to your Vendor, e.g. print the PO, email, phone to confirm
- Now the PO Items are ready to be received by someone in the Warehouse role