Purchase orders created outside of Moss can be imported by emailing a PDF to your Purchases inbox or uploading it directly in the Document Inbox page. This lets your organisation keep its existing procurement process while matching those purchase orders with invoices in Moss.
Importing purchase orders into Moss
To import a purchase order into Moss, simply CC the Purchases inbox email address when emailing your purchase orders to suppliers. The inbox email address can be found under Document Inbox>Purchases below the page header.
Alternatively you can upload the PDF PO directly in the same page by dragging and dropping the files into the ‘Upload purchases’ widget on the top right corner of the page.
Once a PO PDF is submitted, Moss will extract the relevant information and create a purchase order. Imported purchase orders skip the approval workflow in Moss and are set to ‘Open’ status automatically.
Viewing and editing imported purchase orders
Imported purchase orders are similar to purchase orders created in Moss except for the fact that the PO number can be edited by an Admin user. To view and edit an imported purchase order:
Login into Moss.
Navigate to ‘Purchases' > 'Open’.
Click on the desired purchase order.
Review the purchase order details to confirm the information has been correctly extracted.
To edit the details, click the More [...] button on the footer and select ‘Edit PO’.
Adjust any details and click ‘Save’.