Navigate to Outgoing PO via Project Finance

Select Create Outgoing PO

Select the supplier the cost was added to from the drop down

Tick the checkbox of the costs to be added to the PO

Then edit the cost details:

If the supplier was originally 'Unknown' select update supplier to select the correct supplier

Add both the from and to addresses as well as expected receipt date

Select a Purchase Approver

Add any public notes

Select Create Outgoing Purchase Order

You have now created a draft OPO navigate back to the index and select the 3 dots on the OPO to request for approval

Draft: The stage of OPO creation, choosing the supplier address and assigning the approver.

Pending Approval: The stage of awaiting approval or denial of the OPO.

Issued: The stage once the OPO has been approved & issued.

Cancelled: If the OPO is marked as cancelled it can no longer be changed.

Partially Received: After the OPO has been receipted against but still has value left to receipt it is marked as Partially Received.

Fully Received: Once all value has been receipted against.

After the OPO creator has requested for approval the assigned approver will receive an email notifying them of the request.

To approve via email select the link on the email which will take the approver to the approve/deny OPO page on Proteus

To approval straight from Proteus select the 3 dots and select whether to approve or deny. You can also view the OPO to better review and determine the outcome

Once the PO has been Approved and Issued you can then start receipting.

Before Receipting you are able to Cancel and/or Redraft the PO

Select Cancel to completely cancel the PO with no further revision available to be made.

Select Cancel and Redraft to cancel the current PO and create a draft copy for further revision and issuing.

To start receipting select Receipt on the 3 dots of the PO

Add the Receipt date, Invoice ID and Receipt amount

Select create once complete