TABLE OF CONTENTS
- Client Purchase Orders in the FCX General AR Process
- Who can create Client Purchase Orders
- Add Client Purchase Order to FCX
- Client Purchase Order Card
- Close PO
- Cancel PO
- Change PO
Client Purchase Orders in the FCX General AR Process
Who can create Client Purchase Orders
Access to the CIM Purchase Orders reference: FSMFinancial user group — full access.
Add Client Purchase Order to FCX
Process Steps Overall
- Receive Client Purchase Order CPO (email body, document, external system, etc.)
- Open BP's CIM tab via Status Dashboard or BP card.
- Create a CPO any way you want:
- Click on New Purchase Order on CIM tab of BP card
- Open the BP card → click Customer PO Total to open BP CPO list and create a new record.
- Enter PO Number & Received Date.
- Enter PO Lines with verbatim #, description and total.
- Attach CPO Document to CPO if applicable.
Open BP's CIM tab via Status Dashboard and create CPO
Open BP card and create a new record of CPO
Open BP card → click Customer PO Total in the financial part of the BP card → create a new record of CPO.
Enter PO Number & Received Date
Add PO description and total ![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42107348466/original/2DBP945IaSNWGYtJnClflCK3PYyvNx2BxQ.png?1674651901)
To import PO details correctly, edit the file in the required format:
- Put all data on the 1st sheet.
- Enter column names in the first row.
- Put the PO line description in the first column.
- The second column contains PO Line total.
- The third column describes PO lines comments.
Attach CPO Document to CPO if applicable
Client Purchase Order Card
Close PO
The system automatically closes a CPO when all PO lines are fully invoiced (PO Total is equal to the Total Invoiced amount, PO Balance is zero).
You can manually close the PO as well. To do this, enter the close date.
The CPO can be reopened, if balance isn't exceeds.
Cancel PO
To cancel a PO that the Client has rejected, you must enter the canceled date in the appropriate field. Once you do this, it will clear the PO association in the SO card and change the PO Status to Canceled.
Change PO
If you want to make changes in a PO, for example change PO Total, you should decrease or increase PO Total. Then you adjust related SO(s) → then you upload a new version of the PO document with updates.
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