- Go to the Purchase Order (“PO”) record in DATAENTRY status that needs to be confirmed, i.e. ready to be sent to the Vendor for purchasing
- e.g. from Inventory > Purchase Order (or accessible from Workflow > Purchasing > POs to Confirm) and filter the data accordingly
- Drill into the Purchase Order that you would like to confirm
- Click the PROCESS icon, and in the Process Record window that opens, click the Confirm PO button
- Notice the Status of the PO changes from DATAENTRY to CONFIRMED
- You may have to perform an additional process step to approve the PO, depending on your system configuration; if so, the Status then changes an additional time, from CONFIRMED to APPROVED
- Perform the corresponding action to ensure you send the Purchase Order request to your Vendor, e.g. print the PO, email, phone to confirm
- Now the PO Items are ready to be received by someone in the Warehouse role