Purchase orders and material requirements are one loop. Issuing a PO moves every requirement on it to Ordered, stamps the vendor, and records the PO’s expected delivery as the requirement’s forecast. Receiving the PO in full moves those requirements to Delivered and sets the forecast to the day the receipt was recorded. Requirements that are not on the PO do not move.
- Send PO-2026-0091 to Denver Electric Supply.
- The panel and Romex now read Ordered. The breakers and trim kit did not move.
- Record receipt of every line on the PO.
- The panel and Romex now read Delivered, with the forecast delivery set to the receipt date.
PO loop: the real purchase order page above the job's material requirements. Sending the PO moves linked requirements to Ordered; receiving it moves them to Delivered.