# Purchasing job

## Process flow

```mermaid
flowchart LR
    n0["Potential"] --> n1["Offer"] --> n2["Order"] --> n3["Delivered"]
    n0 -.-> x0["MissedPotential"]
    n0 -.-> x1["RegrettedPotential"]
    n0 -.-> x2["CancelledPotential"]
    n1 -.-> x3["RegrettedOffer"]
    n1 -.-> x4["CancelledOffer"]
    n1 -.-> x5["RejectedOffer"]
```

## Purchasing Job Lifecycle

Purchasing users run this process to take a purchasing job from an initial potential through offer and order handling to delivery. A purchasing job follows the stage sequence Potential, Offer, Order, and Delivered.

## Stage Progression

**Potential**  
At this point, the record is a potential purchasing job. Use **After get purchasing job** to move it to Offer, only while the job has no inquiries yet.

The following actions are also declared to move a purchasing job to Potential:

- **After get purchasing job**: available only while the job is Potential and has no inquiries yet.
- **Create single inquiry**: available only when a particular inquiry position is selected.
- **Request new inquiry**: available only while the job has no inquiries yet.** Offer**  
The record is now a purchasing job in the Offer stage. Before it can progress to Order, its offer must move through:

Draft → AwaitingApproval → Approved → Valid → Ordered

Once the offer is Ordered, the purchasing job proceeds to Order.

**Order**  
The record is a purchasing job in the Order stage. Its order must progress through the following sequence before the job reaches Delivered:

Draft → AwaitingApproval → Approved → AwaitingActivation → Valid → ReadyForShipment → Delivered

When the order is Delivered, the purchasing job proceeds to Delivered.

**Delivered**  
The record is a delivered purchasing job. It has completed the purchasing-job path.

## Leaving the Purchasing Job Path

A purchasing job remains on the main path while it is in its current stage. When it moves to one of the following outcomes, it leaves that path.

**From Potential**  
While the job is still Potential, it remains at the Potential point in the path. The following outcomes leave the path from there:

- **MissedPotential
- RegrettedPotential
- CancelledPotential**

After any of these outcomes, the record is outside the Potential → Offer → Order → Delivered path.

**From Offer**  
While the job is still Offer, it remains at the Offer point in the path. The following outcomes leave the path from there:

- **RegrettedOffer
- CancelledOffer
- RejectedOffer**

After any of these outcomes, the record is outside the main purchasing-job path.

**From Order**  
While the job is still Order, it remains at the Order point in the path. The following outcomes leave the path from there:

- **RejectedOrder
- CancelledOrder**

After either outcome, the record is outside the main purchasing-job path.

**Deleted**  
A record that is **Deleted** leaves the purchasing-job path from the point it occupied before deletion.

## Related Purchasing Pages

For related purchasing and order work, see [Purchasing — Overview](doc:purchasing-overview), [Getting Started with Purchasing](doc:purchasing-getting-started), and [View the Purchasing List](doc:purchasing-list-view-record).

For offer setup, see [Configure Offer Status](doc:offer-status).

For order records and lists, see [Orders](doc:orders-2), [Project Orders List](doc:projects-management-edit-list-view-record), [New Direct Order](doc:projects-management-edit-list-newdirectorder), [Direct Order](doc:direct-order), and [Direct Order](doc:direct-order-2).

For related fulfillment records, see [Transfer Order](doc:transfer-order), [Transfer Order](doc:warehouse-list-transfer-order-view), [Production Order](doc:projects-management-production-order-edit-record), [Shipping Order](doc:projects-management-shipping-order-edit-record), and [Delivered Orders](doc:delivered-orders).