How to generate a PO number without raising a PO?

How to generate a PO number without raising a PO?

A PO number only gets generated once a PO has been submitted.

You will still need to raise a PO but you can create a placeholder PO with a zero amount and amend it when you have all the information.

You can also create a supplier called ‘Placeholder’ to assign all of these POs to while waiting for all the information. You can then filter out these placeholder POs by filtering by Supplier Name.  

Note, the PO will go to the first user in the approval chain to approve, a way around this would be to put whoever is raising the PO to generate a number as the level 1 approver to avoid it progressing in the approval chain. 


    • Related Articles

    • Setting a PO Prefix or Start Number

      To set a PO Prefix/ Start Number for your PO's go to Admin > PO Settings Enter the Prefix you would like to set, you do not have to set a prefix if you would not like one. Enter the start number in the box: 'Series of P.O. numbers start with:'  Enter ...
    • Setting up an ACH Details to be included in PO's - Routing Number and Account Number

      Below is an example of where you can add the ACH information to the PO, this would be setup as a component in the admin section of DPO: You can set this to either required / not required when creating a new purchase order. In order to set up the PO ...
    • Setting up an ACH Details to be included in PO IE - Routing Number and Account Number

      Below is an example of where you can add the ACH information to the PO, this would be setup as a component in the admin section of DPO: You can set this to either required or not, depending if the clients wants it to be required when creating a new ...
    • Use alternative colors for revised PO's

      If you wish to have revised PO's appear in a different colour on DPO then the admin can enable this option by doing the following: Admin > P.O Settings > Check 'Use alternative Colors for revised PO's' > Save and Next at the bottom of the screen. If ...
    • Automatic Printing of Final Approved PO's

      You can have final approved PO's automatically go to a separate email address by adding this within the Send Additional Custom PDF files under admin > PDF settings. You will need to setup the custom PDF recipient you would like the email to be sent ...