Track PO Status

Stay on top of your procurement by monitoring each PO’s lifecycle—from draft through receipt, billing, and closure—in the CGIC App.

Overview
Shows real-time status for every Purchase Order, indicating whether it’s awaiting submission, pending receipt, pending invoicing, fully completed, or manually closed.

Ensure you’ve created Purchase Orders

1.0 Open the Purchase Order List

1. Navigate to Buying > Purchase Order > Purchase Order List.
2. You’ll see all POs with columns including Status, Supplier, Order Date, and Required By.

1.1 Filter by Status

1. Click Filter > Add Filter > Status.
2. Select one of:
   • Draft / Open (created but not submitted)
   • To Receive and Bill (submitted, awaiting receipt/invoice)
   • To Bill (items received, pending invoice)
   • Completed (fully received and billed)
   • Closed (manually closed before full receipt/invoice)
3. Click Apply to narrow the list.

1.2 View PO Details and Linked Documents

1. Click any PO to open its form.
2. Check the Order Status badge at the top.
3. Scroll to linked sections:
   • Material Receipts to see received quantities
   • Purchase Invoices to see billed amounts