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Purchase orders, delivery and payments

Choose purchase-order currency and rate

Follow this guide to set currency and confirm conversion rate. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Purchasing staffPermission: purchase_orders capability and purchase-order status capability where applicableModule v1.7.9
Jump to steps
Where to goAdmin Area → Purchase → Purchase Order → New/Edit
Before you start
  • Use an account with purchase_orders capability and purchase-order status capability where applicable and confirm the intended record or setting before making a change.
  • Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
  • Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Set currency and confirm conversion rate. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

  1. Go to Admin Area → Purchase → Purchase Order → New/Edit.
  2. Go to the exact setting, option or record named in this guide.
  3. Enter or select the required value; leave unrelated options unchanged.
  4. Save the form and wait for the success response.
  5. Reload the page or open a controlled record to confirm the stored value is being used.

Fields and options to review

Order headerOrder name/number, vendor, linked request/quotation, department, project, type, buyer and optional linked clients/sales invoices.
Commercial dataCurrency/rate, items, tax, discount type/value, shipping fee, days owed and totals.
Delivery dataShipping address/country, Incoterm, vendor note, terms, delivery date/status, files and payments.
Currency-rate recordCurrency/prefix code, stored rate, source/update action and log history.
ConversionThe selected document currency and currency_rate field affect purchase calculations.

Rules the system enforces

  • Purchase-order status changes require the dedicated purchase_order status capability.
  • Delivery states include Undelivered, Pending delivered, Partially delivered and Completely delivered.
  • Project can be mandatory when pur_order_project_required_condition is enabled.
  • Online retrieval depends on the configured external rate source and a successful HTTP response.
  • Check a rate before recalculating live financial documents.

How to confirm it worked

  • The supported choose purchase-order currency and rate flow completes without bypassing permission or validation checks.
  • The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
  • Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

  • Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
  • Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
  • Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
  • Test settings and automated jobs with controlled records before production-wide use.
Link purchase orders to clients and sales invoicesAdd purchase-order line itemsCreate a purchase orderCreate a purchase quotationCreate a FAF requestBrowse all Purchase Management guidesExpenses FinanceInvoices PaymentsContracts Documents