Overview

Use Direct Order to review and save a direct purchase job record. Purchasing officers use this page when working with the item lines associated with a direct order, including item number, product category, group, requested quantity, quantity unit, and required information.

The page is available from Add new > Purchase Job > Direct Order. The procurement process includes an Order stage; this page supports work on the direct order record and its listed items.

Before you start

Ensure that you have access to Add new > Purchase Job > Direct Order and that the direct order information is ready to be reviewed before saving.

Note: Saving validates the record. The application does not save the direct order when required information is missing.

Steps

Navigate to Add new > Purchase Job > Direct Order.
Review the direct order item lines. Use the available columns, such as Item No., Product Category, Group, MRQ Qty., MRQ type, Qty Unit, and Required Re, to identify the item information relevant to the order.
Where applicable, select the required item line and choose Select.
Select Save to validate and save the direct order record.
Select Save and Close when you have finished working with the direct order and want to save it before leaving the page.

Tips & cautions

Warning: If you leave the page with unsaved changes, the application displays a warning before you exit.

Note: Items labelled Ready for Shipment or Delivered cannot be deleted.

Note: An order with binding invoices cannot be reverted.

Troubleshooting

Symptom	Likely cause	Fix
The direct order does not save.	Required information is missing.	Complete the required information and select Save again.
A warning appears when leaving the page.	The direct order contains unsaved changes.	Select Save or Save and Close before leaving the page.
An item cannot be deleted.	The item is labelled Ready for Shipment or Delivered.	Retain the item in the direct order.

Result

The direct order record is validated and saved with its reviewed item lines.