Purchase Orders are documents used to control material purchases from external suppliers, indicating product types, quantities, and agreed prices. In Autodesk Fusion Operations, you can create Purchase orders individually or in bulk.

Learn how to create them one by one with the following steps, or check the article on how to Import more than one, here:

1. Navigate to the Purchase Orders menu (1) and click on Add Purchase Order (2).

2. Fill in all the mandatory information (Code, Product, and Quantity), and other information you find relevant such as Supplier, Creation Date and Receiving Due Date.

Note: If you have previously defined a receiving (Purchase Order) Unit of Measurement (UoM) for a product, that’s the UoM you should consider when inserting the quantity. If not, you should consider the standard UoM of the product. Learn more about UoM here, and receiving (Purchase Order) UoM/UoM conversion here.

A Purchase Order Receiving is a record of when you receive materials for a specific purchase order. Learn how to register Purchase Order Receiving in your mobile device here.

You can also receive a product in the back-office. Check here how to do it.

To associate specific suppliers to your purchase orders, firstly you need to create them, as shown here.

In Advanced Fields, you can add internal notes under Notes and external notes under External Notes. Only External Notes will be displayed when the Purchase Order is printed. You can also attach files under Files.

3. Click Save Purchase Order to save and close or Save and Continue Editing to save and continue editing the Purchase Order.

Once your Purchase Order is ready, click Print at the bottom of the page to print it.

In our specific case, this will be printed as the following example:

You can also download a report about fulfilled purchase orders. Learn more about it here.

Note: If the user creating the purchase orders does not have the ‘Admin’ or ‘Purchase Order Leader’ role? Then check the article about Purchase Order Approval workflow.

Now that you know how to create Purchase Orders, you can navigate this menu to extract the information you need.

Purchase Orders can be Open, Closed or Archived, and if Open they can be active or inactive.

Only Open and Active Purchase Orders will show up in your mobile application to be received.

1. You can filter Purchase Orders by their status, such as Open, Closed, or Archived (1). You can also select Active or Inactive (2) to further narrow down the results.

2. Additionally, you can use Add Filter to filter Purchase Orders by Receiving Due Date, Requested Date, Creation Date, Purchase Order, Receiving, Supplier, Delivery Address, Product, or Product Families.

3. You can also activate, close, archive or delete them using the action buttons for the individual Purchase Order. Check this article to learn more about action menu buttons.

4. To get a quick update on what you have received from a Purchase Order and what you are still missing you can use the ‘More Info’ button, and this will give you an overview of what you ordered and what you have already received.

If you have any questions regarding purchase orders creation, don’t hesitate to contact us through our Live Chat or by reaching out to your account manager.

Need help? Request a Fusion Operations expert to contact you here.