Before you start
Prerequisites and permissions
Have ready
- Purchasing view access.
- Purchasing manage access for drafts and issue evidence.
- Purchasing approve access for approval decisions.
Access rules
- Manage and Approve are separate server-enforced capabilities.
- A user with Manage but without Approve cannot approve a request or order.
- Every resource lookup is scoped to the current server-derived Company.
Where to find it
Navigation map
- Purchase Orders
- Purchasing
- Purchase Requests
- Purchasing → Requests
- New draft
- Purchasing → New purchase order
Walkthrough
Step by step
- 01
Choose the controlled starting point
Create a direct draft, or submit and approve a Purchase Request first. A request-derived order must preserve every approved line identity, quantity, unit and resource mapping.
- 02
Build the direct draft
Choose the Supplier, commercial settings and one or more lines. Nenvik calculates decimal totals and stores Supplier, catalogue, unit, tax and price snapshots.
- 03
Revise before approval
A direct DRAFT can replace its line set and commercial values using the current version. Request-derived drafts stay locked to the approved request. Reload after a conflict.
- 04
Approve separately
Request approval or approve with the dedicated capability. Once approval begins, commercial snapshots and lines are read-only.
- 05
Record issue evidence
Mark issued only after the business has handled its external process. This status does not email, submit or otherwise transmit the order.
- 06
Preview or retain evidence
Preview or download the generated PO PDF and attach private business files through the General File Manager.
Troubleshooting
If something does not look right
A draft revision reports a conflict.
Another accepted mutation changed the order version. Reload, review the current draft and submit a new operation rather than replaying stale values.
An order cannot be edited.
Only direct orders still in DRAFT are editable. Request-derived or approval-stage orders preserve the controlled snapshot.
Mark issued did not contact the Supplier.
That is the designed boundary. Live supplier transmission is disabled and no status label claims otherwise.
Keep going