Chapter 14. Purchase Orders


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Canceled and Delayed Items
Paid PO Line Items

Purchase Orders allow you to keep track of orders and, if EDI is enabled, communicate with your provider. To view purchase orders, click Acquisitions → Purchase Orders.

Naming your purchase order

You can give your purchase order a name.

When creating a purchase order or editing an existing purchase order, the purchase order name must be unique for the ordering agency. Evergreen will display a warning dialog to users, if they attempt to create or edit purchase order names that match the names of already existing purchase orders at the same ordering agency. The Duplicate Purchase Order Name Warning Dialog includes a link that will open the matching purchase order in a new tab.

Purchase Order Names are case sensitive.

Duplicate PO Name Detection When Creating a New Purchase Order

When a duplicate purchase order name is detected during the creation of a new purchase order, the user may:

Click View PO to view the purchase order with the matching name. The purchase order will open in a new tab.
Click Cancel to cancel the creation of the new purchase order.
Within the Name (optional) field, enter a different, unique name for the new purchase order.

If the purchase order name is unique for the ordering agency, the user will continue filling in the remaining fields and click Save.

If the purchase order name is not unique for the ordering agency, the Save button will remain grayed out to the user until the purchase order is given a unique name.

Duplicate PO Name Detection When Editing the Name of an Existing Purchase Order

To change the name of an existing purchase order:

Within the purchase order, the Name of the purchase order is a link (located at the top left-hand side of the purchase order). Click the PO Name.
A new window will open, where users can rename the purchase order.
Enter the new purchase order name.
Click OK.

If the new purchase order name is unique for the ordering agency, the purchase order will be updated to reflect the new name. If the purchase order name is not unique for the ordering agency, the purchase order will not be updated with the new name. Instead, the user will see the Duplicate Purchase Order Name Warning Dialog within the purchase order.

When a duplicate purchase order name is detected during the renaming of an existing purchase order, the user may:

Click View PO to view the purchase order with the matching name. The purchase order will open in a new tab.
Repeat the steps to change the name of an existing purchase order and make the name unique.

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