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The Simple Workflow for a Purchase Order offers a one-step process for quickly placing and receiving a purchase order.

You can switch to Simple Workflow by clicking the button from the bottom of a Sales Order. You can click the Advanced button to revert back to advanced workflow.

Most of the steps in the simple workflow are discussed in Creating a Purchase Order.

Simple Workflow Order Footer

The order footer contains more information about the order and pricing.

Due Date - The date by which the vendor expects payment from you. When the order is marked Fully Received, this date is calculated by taking the last receipt date and adding the number of days specified by the Payment Terms for this order. You can also set this date manually. This field is hidden when the shipping information is not shown.

Payment Method - The method by which you will pay the vendor.

Taxing Scheme - The type of taxes that will be charged to you for this order.

More information on tax handling.

Non Vendor Costs - Any extra costs related to this order that should be included in the calculations for updating the moving average cost of the products received. This may be either a currency value or a percentage of the total base costs (not including tax, freight, and other extra costs).

Currency - The currency in which you intend to conduct the order.  For companies that deal in one currency this will be your default and need not change.  Companies that deal in more than one currency can choose to change the order currency (you will be prompted for the conversion rate if not already specified).

Remarks - Any extra remarks on this order. These remarks will be included when you print out purchasing documents.

Tax - You may see one or more Tax fields depending on the Taxing Scheme set for this order. This shows the amount of tax charged for this order. You may change the amount of tax charged here but if the order is later changed, the tax will be automatically recalculated.

Freight - The amount of freight or other surcharges applied to this order. Tax is applied to this field if the selected Taxing Scheme has Tax On Shipping set. This field is hidden when the shipping information is not shown.

Total - The total amount that you will owe the vendor for this order.

Paid - The amount that you have already paid the vendor for this order.

Balance - The extra amount that you are expected to pay to the vendor for this order.

Receive & Pay - You can click the Receive & Pay button to receive inventory for this order, update the moving average cost (MAC) for your products and mark the order as fully paid. If you click the dropdown arrow next to this button, you can do a partial update by selecting one of the two options

• Receive Inventory - Marks the order as fully received and updates inventory and moving average costs for your products.

• Pay Vendor - Marks the order as fully paid.

In the Simple Workflow, inFlow will do the same work behind the scenes as in the Advanced Workflow. For example, the Receive & Pay button will automatically pick locations to place your items into inventory. You can switch to the Advanced Workflow if you want to inspect or have full control over these processes.

To cancel the order and avoid further processing, click the Cancel Order button (which will show up once the order is saved). This will reverse any inventory, payment and cost updates already made. It will then show a Re-open Order button which you can use to start handling the order once again.