Saving and Viewing a Draft Purchase Order

This article describes how to perform the following tasks:

• Saving a Draft Purchase Order
• Viewing a Draft Purchase Order

To learn more about the fields and actions on the Request a New Purchase Order page, refer to the Understanding the Request a New Purchase Order Page article.

NOTE: The visibility of fields and information in Corpay Complete is based on roles and permissions assigned to users in addition to company configuration. As a result, some fields or information may not be visible or may only be available in a view only format. Follow your company’s accounting processes when completing tasks in Corpay Complete.

Saving a Draft Purchase Order

To save a purchase order as a draft:

1. Log in to Corpay Complete.

2. Select the Purchase Orders menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on user roles and permissions as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

3. On the Purchase Orders page, select the Request PO button.

4. The Request a New Purchase Order page will display, and a purchase order number will be automatically generated in the New PO # field.

5. Complete each field as required by your company’s policies on the Request a New Purchase Order page.

6. Click the Save as Draft button at the top or bottom of the Request a New Purchase Order page.

7. The purchase order will be saved as a draft.

Viewing a Draft Purchase Order

To view a draft purchase order:

1. Select the Purchase Orders menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on user roles and permissions as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

2. The Purchase Orders page will display with the Purchase Orders tab selected by default.

3. Use one of the following methods to locate a draft purchase order:

• In the Purchase Orders table, select Draft from the Status drop-down. Click the View  icon in the Action column of the desired purchase order.

• Enter the purchase order number in the Number Filter field. Click the View  icon or select the purchase order number from the Number column.

4. The Purchase Order Details page will display.

5. To edit the purchase order and submit for approval, click the Edit PO button.