Step 4: Review Totals & Submit
Perform a final review of the PO details and totals before submitting.
Steps:
- Review Document Totals:
- Check the calculated Subtotal, Tax, and Total Amount.
- Ensure the Are the line totals inclusive of tax? toggle is set correctly.
- Add Attachments/Notes (Optional): Use Related Attachments or Chat if needed.
- Submit: Click Save and Submit.
What Happens Next?
The PO's next step depends on your organisation's workflow:
- If approvals are required: The PO moves to Approval status and follows the defined approval workflow. Once approved, it moves to Pending status.
- If no approvals are required: The PO moves directly to Pending status.
A PO in Pending status is ready to be placed with the supplier.
End of Tutorial
You have successfully created a direct Purchase Order!
Related How-To Guides:
- Creating and Coding a Purchase Order
- Standard Purchasing Flows
- Approval Process Overview
- Placing an Order
title: Step 4 - Review & Submit description: Review the completed purchase order totals and submit it for approval or directly to pending status. slug: /product-guide/purchasing-officer/create-po-direct/step-4-review-submit sidebar_label: 4. Review & Submit
Step 4: Review Totals & Submit
Perform a final review of the PO details and totals before submitting.
Steps:
- Review Document Totals:
- Check the calculated Subtotal, Tax, and Total Amount.
- Ensure the Are the line totals inclusive of tax? toggle is set correctly.
- Add Attachments/Notes (Optional): Use Related Attachments or Chat if needed.
- Submit: Click Save and Submit.
What Happens Next?
The PO's next step depends on your organisation's workflow:
- If approvals are required: The PO moves to Approval status and follows the defined approval workflow. Once approved, it moves to Pending status.
- If no approvals are required: The PO moves directly to Pending status.
A PO in Pending status is ready to be placed with the supplier.
End of Tutorial
You have successfully created a direct Purchase Order!
Related How-To Guides: