Update Document Purchase Order Status

Overview

When enabled, the PO Status column on the dashboard is automatically updated whenever the status of the purchase order changes.

Where to Activate

1. Go to: Settings → Global Settings → Document Type

2. Select the desired document type and click on More Settings.

   
3. In the Purchase Order section, navigate to the Update Document Purchase Order Status option.

   

How It Works

When this setting is enabled, the PO Status column on the dashboard will automatically reflect the current status of the purchase order. For example, if the PO status is updated to Received or Invoiced, the dashboard column will update accordingly to show this new status.

Setting It Up

1. Enable the Setting Navigate to the location mentioned above and toggle the setting on.

2. Add the PO Status Column (if not visible) If the PO Status column is not already visible on the dashboard:

   • Go to: Advanced Settings → Set Table Columns for Organizations

     
   • Add the field from the document type by searching for PO Status

3. Configure lookup configuration

   • Configure the Status field in the Purchase order header lookup like this:

     
   • Note: Purchase order needs to be on Auto Trigger otherwise Status updates may not update properly

   • Don't know how to Configure lookup configuration? Here is the lookup configuration guide

4. Verify Receive or invoice a PO, then check the dashboard to confirm that the status is updated correctly.