FAQ: What does the 'Placed' status mean for a Purchase Order?
The Placed status (PLACED) for a Purchase Order (PO) in Zudello specifically indicates that the Place Order action has been successfully executed for that PO.
Key Meanings:
- Sent to Supplier (Potentially): The primary implication is that the PO has been formally communicated to the supplier. This usually happens via an email sent directly from Zudello during the "Place Order" action, often with the PO PDF attached.
- Commitment Confirmed: It reinforces that the PO is an active commitment with the supplier.
- Ready for Next Steps: A PO in Placed status is typically ready for subsequent actions like receiving goods (Receive Goods Overview) or matching incoming invoices.
- Still Pending: "Placed" is usually a status of type Pending. This means the overall procurement cycle for this PO is not yet finished – goods/services are likely still expected, and invoices are awaited.
- Budget Impact: It continues to contribute to Committed Spend in budget calculations.
How it Gets Set:
- A user with the appropriate permissions opens a PO in a status of type Pending (e.g., the default "Pending" status after approval).
- They select the Place Order action from the More Actions (...) menu.
- They choose either to "Email order to supplier" or "Place order without emailing".
- Upon successful execution of the action, Zudello automatically updates the PO status to Placed.
Think of the Placed status as confirmation that the order has been officially issued to the supplier through the Zudello system.