ProductPurchases
Purchase orders
PO lifecycle and matching supplier bills to committed spend.
Overview
Purchase orders commit spend before supplier bills arrive; match bills to PO lines during inbox review.
Where in the app
- Purchases → Purchase orders —
/c/companies/:companyId/purchases/orders
Step-by-step
- Open Purchases → Purchase orders. (Expected: PO list.) (UAT-C-PUR-PO-001)
- Create a PO with vendor, lines, and expected delivery. (Expected: draft→approved lifecycle.) (UAT-C-PUR-PO-001)
- Send or confirm PO to supplier outside Numezis if required. (Expected: status reflects approval.) (UAT-C-PUR-D2E-005)
- When bill arrives in inbox, link to PO lines. (Expected: quantities and amounts compared; variance flagged.) (UAT-C-PUR-D2E-005)
- Post bill after match. (Expected: commitment relieved against actuals.) (UAT-C-PURCH-BILL-001)
- If PO-backed review fails, resolve exception before posting. (UAT-C-PURCH-BILL-001)
Permissions and modules
Purchases PO and D2E permissions (purchases.purchase-orders, purchases.document-to-entity.po-backed-bill).
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
purchases.document-to-entity.po-backed-bill | PO-Backed Bill Review | bills | required | PO-Backed Bill Review | high | UAT-C-PUR-D2E-005 |
purchases.purchase-orders | Purchase Order Lifecycle | purchase_orders | required | Purchase Order Lifecycle | high | UAT-C-PUR-PO-001 |