Purchase Orders - Application setup

Setup from scratch

If you haven't used the RPO before or would like to start from the beginning then follow the steps in this article. 

1. Create a new issue type that will represent your Purchasing Orders
2. Create a new Jira core project where your Purchase Orders will live.
3. Associate your new issue type with the project created in (2) 
4. Create a Jira workflow that will represent your purchasing order process in your organisation. We recommend to download our template workflow from the Marketplace and customise it as per your need. Your workflow must meet the following requirements:
   1. There are 4 mandatory statuses:
      1. Draft
      2. Submitted for approval
      3. Approved
      4. Rejected
   2. There're 3 mandatory transitions:
      1. Draft → Submitted for approval
      2. Submitted for approval → Approved
      3. Submitted for approval → Rejected
   3. Submitted for approval → Approved  AND  Submitted for approval → Rejected transitions must be configured as hidden from user condition. See Conditions / Optional conditions/ Hide From User Condition on https://confluence.atlassian.com/adminjiracloud/advanced-workflow-configuration-776636620.html#Advancedworkflowconfiguration-conditions
5. Navigate to your Jira Universal Plugin Manager, choose Raley Purchase Orders and click on Configure button. In Jira config tab assign the following:
   1. Jira Project - the project that you've created in step (2)
   2. Jira issue type - the issue type you've created in step (1)
   3. Draft status - 

Setup for already existing Purchase Order project