Updating Purchase Order Status; Using the PO Dashboard

This video explains how ship and delivery dates on purchase orders influence the PO dashboard statuses in 10X ERP. The delivery date is the primary field driving status logic, with ship date used for additional clarity. Five distinct PO statuses—Sent, Shipped?, Confirmed, Current, and Past Due—help purchasing teams track order progress and prioritize action. Understanding how these fields interact helps streamline PO management.

• Use Published POs Only: Status tracking applies only to published POs, not drafts.

  Understand Date Fields:

  • Ship Date = When items are expected to leave the vendor.

  • Delivery Date = When items are expected to arrive at your dock or customer location.

    Monitor PO Dashboard Statuses:

  • Sent = PO is published with both date fields blank.
  • Shipped? = Ship Date is filled and in the past.
  • Confirmed = Ship Date is in the future.
  • Current = Delivery Date is in the future (Ship Date optional).
  • Past Due = Delivery Date is in the past (Ship Date optional; highest priority).
• Prioritize Using Delivery Date: If only one field is used, prefer Delivery Date, as it drives both Current and Past Due statuses.