Page History
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Status | Meaning | Remarks |
---|---|---|
Initial (draft) | PO user in Team Member role can create or update Purchase order data, order lines and set approvers for his/her order | Team members can only create and edit PO's under Jira tickets where they're reporters. Finance users can edit any PO in any status |
Submitted for approval | The purchase order is locked for editing now and is waiting for voting of approvers. Approvers are saying "yes" or "no". | While PO is in status "Submitted for approval", a user in Finance role can ultimately Approve or Reject the order |
Order Approved | All approvers specified in current PO said "yes". Raley PO will automatically transit your order to this status. | Raley PO will generate and attache a PDF file representing your purchase order just before transitioning this ticket to Order approved status. NB! The PDF will not be generated if a custom field referenced in Jira configs → Order number custom field was empty by the moment when issue was transitioned to Approved state by Raley PO. This is intentional behaviour to allow you to assign a custom purchase order number |
Order Rejected | At least one approver specified in current PO said "no". Raley PO will automatically transit your order to this status. | |
Order Paid | Jira ticket representing the PO was transitioned in Jira to status corresponding to "Paid" |
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