This area ties suppliers to orders and goods receipts: you request material, the supplier commits, and you post what arrived so inventory and AP stay aligned. Master suppliers first, then document flow, then three-way match where applicable.
End-to-end workflow
Supplier and catalog hygiene
Keep supplier records, payment terms, and default tax correct. For repeated buys, use item links or list prices to speed re-order.
Purchase order lifecycle
Create a PO with required delivery, lines, and tax. After approval in your org, send or confirm. Track partial and full receipts against the same PO to avoid over-receiving.
Goods receipt and follow-up
On delivery, post a goods receipt (GRN) with quantities and, if you use it, lot or serial. Investigate and correct variances; link credit notes in finance if terms require.
Common use cases
Stock refill from a preferred vendor
From low-stock or a planner, raise a PO to the right supplier, match receipt to the PO, and let inventory post automatically.
One-off or project purchase
PO with a project or cost object on the line, receive once, and close the PO with zero balance.
Return or quantity correction
Post a return receipt or negative line per policy, and align AP so invoices match what you kept.
Practical tips
Three-way discipline (order / receipt / invoice) is easier when line references stay identical.
Do not receive more than the PO line unless you amend the order first; prevents audit pain.
Onboard a new vendor with a test PO before large commitments.
Screens and confirmations
Document stacks
View shows lines and totals in a full-page layer; edit is another overlay. Save to validate, then you return to the list.
Line editor
Adding or changing lines on a PO or goods receipt can open a focused sub-form for item, quantity, and dates without losing the main document.
Cancels and delete
Cancelling a line or document often asks for the standard confirm so postings stay intentional.