Direct order — Add new › Purchase Job › Direct Order+ Direct P.O.
Overview
Use Direct Order to begin a purchasing record directly from Applications > Add new > Purchase Job > Direct Order, without a preceding RFQ workflow. Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance users can use this screen when a Purchase Job requires an immediate direct purchasing entry.
The Direct Order screen provides controls to create a direct purchase order entry, make a selection where required, attach supporting files, and either save the record for further work or save it and close the screen. The visible purchasing grid includes headings such as Item No., Product, Category, Group, MRQ Qty., MRQ type, Qty, Unit, and Required Re, helping you review the purchasing information displayed for the job.
Workflow
Open the Direct Order workspace from Applications > Add new > Purchase Job > Direct Order.
Direct order — Add new › Purchase Job › Direct Order
+ Direct P.O.
Review the Direct Order screen before creating a record. The workspace displays a purchasing-information grid and provides actions for creating a direct purchase order entry, attaching files, and saving your work.
Decide whether to create a direct purchase order entry now.
To start a new entry, select + Direct P.O..
If you are not ready to create an entry, do not save an incomplete record. Review the displayed purchasing information and return when the required selection and supporting information are available.
Direct order — Add new › Purchase Job › Direct Order
The screen includes columns for item and quantity-related information. Use these displayed values as the operational context for the Direct Order you are preparing.
Note: The screen does not show a record status or an approval action. Do not assume that saving a Direct Order confirms purchasing, receives Stock, or completes a Buyout.
Where the Direct Order requires a choice, use Select... to make the available selection.
Confirm that the selection is appropriate for the purchasing requirement before continuing. The available screen information does not define the contents of this selection, so use the option presented in your Direct Order context rather than making assumptions from the field label.
Decide whether supporting documents must be included.
If documentation is required, select Attach and add the relevant files using files[].
Complete the attachment action with Ok when that confirmation is available.
If no supporting document is required for the current Direct Order, continue without attaching a file.
Use attachments for documents that need to remain with the Direct Order record, such as the commercial information or job-related documentation available to you. The screen identifies the attachment field as files[]; it does not specify file types, size limits, or document categories.
Decide whether to keep the Direct Order open or finish the current entry.
Select Save when you want to preserve the record and remain on the Direct Order screen.
Select Save and Close when the entry is complete and you want to save it before leaving the screen.
Saving is the final available record action on this screen. If you need to continue working with the record after saving, remain in the workspace and review the displayed purchasing information.
Use Tickets only when your operating process requires the ticket action available from the Direct Order screen.
The supplied screen information confirms that Tickets is available, but it does not define its outcome or its relationship to the Direct Order lifecycle. Use it according to your organization’s established ticket process; do not treat it as a substitute for Save or Save and Close.
Examples
A purchasing officer is preparing an immediate purchasing entry for a project requirement that should be recorded directly rather than sourced through an RFQ.
The purchasing officer opens Applications > Add new > Purchase Job > Direct Order.
They review the purchasing-information grid and identify the displayed job requirement by its available item, product, quantity, unit, and required-information columns.
Because the purchase must be entered directly, they select + Direct P.O..
Where the record requires a selection, they use Select... and confirm the appropriate available choice.
The purchasing officer has a supporting commercial document for the job. They select Attach, add the document through files[], and select Ok to complete the attachment action.
The entry is ready to be retained while the purchasing officer continues reviewing the job requirements. They select Save rather than Save and Close.
The Direct Order is now saved in the current workspace. If the user has finished the entry and does not need to remain on the screen, they can instead use Save and Close at the final decision point.
Tips
Tip: Use Save when you need to remain on the Direct Order screen and continue checking the visible item and quantity information.
Tip: Add supporting documents through Attach before using Save and Close, so the files are included with the record before you leave the workspace.
Troubleshooting
Symptom
Likely cause
Fix
You cannot proceed with the required choice.
A required selection has not yet been made.
Use Select... and complete the available selection before saving.
Supporting documentation is not associated with the Direct Order.
The file was not added through the attachment control or was not confirmed.
Select Attach, add the file using files[], then select Ok where available.
You left the Direct Order screen but need to continue reviewing it.
Save and Close was used instead of Save.
Return to the Direct Order workspace and use Save when you need to remain on the screen.
The Direct Order does not appear to have moved to another business stage.
The available screen does not provide a status, approval, receipt, or confirmation control.
Save the record using Save or Save and Close. Use only the available actions shown on the Direct Order screen; do not assume an unlisted lifecycle transition.
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