The purchase order settings control the behaviour of the purchase order screen itself and related workflows. They are found in Financial under Setup → Settings → Financial → Purchase order.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
Automatically make ordered on save: Specifies whether a purchase order should automatically change its status to Ordered when it is saved.
When the setting is turned on, the purchase order is set to the Ordered status the moment it is saved. This streamlines the workflow in businesses that always want to confirm the order immediately without having to change the status manually afterwards.
When the setting is turned off, the status remains unchanged on save. The order stays in the draft phase (Draft) or another existing status until the employee manually chooses to set it to Ordered. This is appropriate when orders need to be reviewed or approved before they are sent to the supplier.
If you have any questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Purchase orders
How to create, edit and manage purchase orders in Sapera — the list, document editor, line item grid, supplier history and the entire workflow from draft to completed order.
Creating a purchase order
Subtitle This quick guide walks you step by step through how to create a new purchase order for your suppliers in Sapera.
Purchase order (printout)
The purchase order document for a purchase order.
