ANTE User Manual

Purchase Orders

Purchase Orders record what your company has ordered from suppliers, track payments made against each order, and let you recognize the supplier bill (vendor invoice) when it arrives.

Overview

A Purchase Order (PO) is created directly against a supplier with one or more item lines. Once created, you can:

  • Record a Vendor Bill to recognize the payable and any input VAT.
  • Record one or more payments against the order from a fund account.

The order stays Open until it is fully paid, then becomes Paid.

Getting There

Go to Treasury → Payables → Purchase Orders.

The Purchase Orders List

The list page header reads Purchase Orders with the description "View and manage purchase orders and payments." A New Order button sits at the top right.

The Purchase Orders list. The four summary cards total the orders below, and each row's Status shows whether it is Open, Partially Paid, or Paid.

Summary Cards

Four cards above the table show:

CardMeaning
Total OrdersNumber of purchase orders
Total AmountCombined value of all orders
Total PaidAmount paid across all orders
Total OutstandingRemaining balance still owed

Table Columns

ColumnDescription
PO CodeThe order reference (e.g. PO-…)
SupplierSupplier name
Total AmountOrder value
PaidAmount paid so far
BalanceRemaining amount owed
StatusOpen, Partially Paid, or Paid
CreatedDate the order was created

Searching and Filtering

  • Search by PO Code or Supplier.
  • Filter by Status: Open (Unpaid), Partially Paid, or Closed (Paid).

Click any row to open that order's detail page.

Statuses

StatusMeaning
OpenNo payment, or not yet fully paid
Partially PaidSome, but not all, of the balance has been paid
PaidFully paid — order closed
VoidedThe workflow that raised this order was cancelled while it still had no payments and no recognized vendor bill, and the cancel's void cascade nullified it. An order that already has a payment or a bill is left standing instead — listed as excluded in the cancel's warning.

Each order also carries a separate Billed / Unbilled badge that shows whether the supplier's vendor bill has been recognized.

Linked Request for Payment

Every purchase order automatically gets its own Request for Payment — the payee is the order's supplier, the amount is the order total, and the PO number is recorded on the request. Nothing extra needs to be created. Paying an order runs entirely through this request — there is no separate "Create Payment" step on the order itself.

When an order has a linked request, its detail page shows a View Payment Request button that opens that request directly — if you have access to Request for Payment. If you don't, you instead see a read-only payment-status pill (Awaiting payment approval, Approved — awaiting release, Paid, Payment rejected, or Payment cancelled). Releasing the linked request pays the order (moving it from Open to Partially Paid or Paid), and the order can never be paid twice through it. If the order is fully paid another way, any other still-open requests linked to it are automatically cancelled.

Common Tasks

Step 1 — Create a Purchase Order

  1. Go to Treasury → Payables → Purchase Orders.
  2. Click New Order.
  3. Fill in the order details:
    • Supplier (required) — search and select. Choosing a supplier auto-fills its default Tax Type and Payment Terms.
    • Tax Type (required) — Value Added Tax (VAT) or Non Taxable.
    • Payment Terms (required) — Cash on Delivery, Payment Upon Invoice, Post Dated Check, Dated Delivery Upon Payment, or No Terms of Payment.
    • Delivery Terms (required) — Delivery or Pickup.
    • Destination Warehouse (required) — where the goods will be received.
    • Delivery Date (required) — defaults to today.
  4. Add item lines in the items table:
    • Item — search for and select an item. Selecting one auto-fills its description and rate, and adds a fresh blank row.
    • Qty — quantity (must be greater than 0).
    • Description — optional, free text.
    • Rate — unit price (cannot be negative).
    • Amount — calculated automatically (Qty × Rate).
    • Use Add Item to add another row, or Clear All to remove all rows. At least one item is required.
  5. (Optional) Enter a Memo.
  6. The Total Estimated Price updates automatically at the top right.
  7. Click Save to create the order, or Close to discard.

Step 2 — Record the Vendor Bill

When the supplier's invoice arrives, recognize the payable:

  1. Open the purchase order.
  2. Click Record Vendor Bill (shown only while the order is unbilled).
  3. The dialog shows the Bill Total. Enter the Input VAT from the supplier invoice (enter 0 if none — it cannot be negative).
  4. Click Record Vendor Bill to confirm.

Once recorded, the badge changes to Billed and the Record Vendor Bill button disappears.

Step 3 — Pay the Order (via its Request for Payment)

A purchase order has no payment form of its own — paying it means approving and releasing its linked Request for Payment:

  1. Open the purchase order.
  2. Click View Payment Request (shown when you have access to Request for Payment) to jump to the linked request. If you don't have that access, you instead see a read-only status pill showing where payment stands.
  3. Approve and release the request from there — see Request for Payment for the full approve/release flow.

Releasing the request pays the order automatically, lowering its balance and moving it to Partially Paid or Paid.

Viewing an Order's Details

Open any order to see:

  • An overview card with the PO Code, supplier, created date, status badge, billed/unbilled badge, and the Total / Paid / Balance amounts.
  • The payment affordance (top right) — a View Payment Request button when you have access to Request for Payment, or a read-only payment-status pill otherwise; shown only when the order has a linked Request for Payment.
  • Order Information — PO Code, Supplier, Tax Type, Payment Terms, Delivery Terms, Delivery Date, Notes, and Status.
  • Order Items — each item's name/SKU, description, quantity, unit price, and total, with the order total.
  • Payment History — each payment's date, fund account, amount, and fee.

Tips

  • Bill before you pay when you can — recording the vendor bill recognizes the payable and creditable input VAT.
  • Track the balance — the Balance column and the Total Outstanding card show what's still owed at a glance.
  • Payment always goes through the linked Request for Payment — there is no separate payment form on the order; approve and release the request to pay it.
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