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 Atlassian Marketplace. Search for "Raley Purchase Orders template workflow" install it into your Jira instance and customise as per your need. Your resulting 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.
   1. In Jira config tab assign the following:
      1. Purchase Orders project - the project that you've created in step (2)
      2. Purchase Orders issue type - the issue type you've created in step (1)
      3. Initial (draft) status - The initial status in which issues in your projects are created. 
      4. Submitted for approval status - The status where a team member will transit the Jira ticket once they've specified all the data needed for the order (order lines and approvers)
      5. Order approved status - The status where Raley Purchase Orders app will transit a ticket from "Submitted for approval status" if it was approved
      6. Order rejected status - The status where Raley Purchase Orders app will transit a ticket from "Submitted for approval status" if it was rejected
      7. Order paid status - A status in your Jira workflow that indicates that specific purchase order was paid. Not mandatory
   2. In Company tab assign the following 
      1. Company name - name of your Company
      2. Country - your country
      3. State - your state
   3. In Departments tab - you define your company's organisational units and their details. At this point do not specify Employees for the department, as you will do that in the next step.
   4. In Employees tab - you configure your Jira users as company employees. One employee can be associated to 1..N departments and can also have multiple roles. If employee has Approval role then you should also provide his/her approval limit.

Setup for already existing Purchase Order project

Raley Purchase Order makes the following assumptions about your instance:

1) One Jira instance is used by 1 organisation

2) All purchasing processes in this organisation are currently run in 1 Jira project 

This effectively means that you can have several Jira projects meant for running your purchasing processes, however, only one of them will be actively connected to the Raley Purchase Orders. 

This setup is applicable if you either previously used Raley Purchase Orders and have actual orders data or if you decided to switch to a different Jira project/issue type/workflow for running your purchasing processes. 

Raley-PO---Purchase-Order-Workflow---template.jwb