Purchasing

Purchasing in ION allows you to order parts from a supplier in your network. You can order parts, set quantities and need dates, select terms, and quality clauses, describe supplier instructions, review and approve a purchase order, and finally create receipts against purchase orders.

Use Cases:

1. Ordering production-grade hardware, such as customized machined parts.

2. Order commercial off-the-shelf (COTS) parts.

3. Order office equipment.

4. Outsourcing a paint job after internally building the machined part.

5. Ordering software that does not need to be physically received.

Purchase Statuses

The purchase status is determined by the status of all of the line items. Here is the logic of the purchase status in this specific order.

• Draft: If any line item is in Draft, then the purchase is in Draft. In this state, you have the ability to edit the entire purchase order before sending it to review.

• In Review: When any PO line is in a requested state, the purchase is "In Review". In this state, you are going through a review process and ensuring reviewers approve a purchase. Once all reviewers have approved, the purchase moves to Approved.

• Approved: When any PO line is in an approved state, the purchase is Approved. All reviewers have approved and now the buyer can move the purchase to Ordered and send the PDF to the vendor.

• Ordered: When any PO line is Ordered, the purchase is Ordered. If any line items are received, the purchase will still show the Ordered state.

• Received: When any PO line is Received, the purchase is Received. You will only end up in this state if all lines are received or canceled.

• Canceled: If all purchase lines are canceled, then the Purchase is Canceled.