Process configurator for supplier orders

Under Settings > Process definitions you can find the process configurator for supplier orders.

Here you can define which status steps a supplier order goes through.

The following statuses are available:

In progress

The order is a draft and has not been sent yet.

commissioned

The order has been sent to the supplier. We expect an invoice and already reserve the external service budget for it on the job.

invoice received

A supplier invoice for this order has already been received. This status is set automatically when a supplier order number is recognized on the supplier invoice by AI (or manually).

cancelled

The order was cancelled.

Define permissions for the individual steps

In the configurator you can define who is allowed to move an invoice into a particular status step at all and who is allowed to change the status of an invoice that is in a particular status step.

Optional status steps can be deactivated. They will no longer be available in the future.