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Purchases

The Purchases page is the buying workbench: open POs already placed, the purchases you’ve committed, and the solver’s suggested POs, organized by supplier and period. It sits under the shared scenario strip, and the page header shows the plan freshness indicator. Navigate to Purchase under the Supply Chain group in the sidebar.

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Tabs

The active tab is URL-driven (?tab=), so deep links land on the right view. Each tab keeps its state (scroll, expansion, selection) when you switch away and back. Organizations with the approval flow also see the Review staged (N) button beside the tabs — see Recommendations.

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Shared controls

The Worksheet and List share one view: filters (SKU, groups, type, supplier, BOM), the date range, granularity, Qty/$ display, and saved views all carry across the two tabs and round-trip through the URL. Table settings also offer:
  • Group by urgency on the Worksheet (the List stays a flat triage grid).
  • An Anchor control on the Schedule that re-buckets purchase dates by order date or arrival date.
  • Export CSV for the current rows.

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The suggested PO drawer

Clicking a suggested PO opens its recommendation drawer — the same drawer shape used across planning, scoped to the SKU you clicked. From it you can:
  • Accept the PO, or accept a single line (“Line accepted — Committed to the execution plan.”).
  • Modify — routes through the shared movement-editing flow. Editing operates on the committed/accepted PO, never the live suggestion.
  • Dismiss a SKU’s line (“Dismissed — Removed from queue for 14 days.”) and Restore it (“Restored — Returned to queue.”).
The body shows the PO’s line items, coverage impact (“Coverage on PO Land Date” — see Coverage), and supplier context.

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Aggregate minimums (MOQ)

When a PO’s items share an aggregate-minimum group, the drawer’s Aggregate minimums (MOQ) section rolls them up: the group name, its member lines with quantities, the ordered total, and whether the floor is met. The minimum binds on the summed order across the group’s SKUs — the rollup saves you from adding up per-SKU buys and guessing the floor.

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The locked PO drawer

Clicking a committed open PO (or a locked suggestion) opens a read-only summary drawer in the same visual language, with no action buttons. Its fact grid shows Supplier, PO number(s), Period, Order date, Arrival date, Lines, Total cost, and Total units, plus the per-line breakdown.
If a suggested PO’s recommendation can no longer be found (it was dismissed, or filtered by the latest solve), the click falls back to this locked summary so it still shows something useful.

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From plan to order

Accepted purchases live on the Execution plan as committed rows. From the committed drawer or List row, Place order / Order flips the accepted PO to ordered and mints the supplier transaction — the committed row stays the source of truth, and the header badge becomes a PO mark with the PO number once known. Ordered POs then appear on Transactions.

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Best practices

The Schedule groups the buy by supplier and period — the shape a PO actually takes. The List is best for a cross-supplier urgency pass; sort by urgency or value, then open drawers to act.
Removing or shrinking one line can drop the group’s summed order below its aggregate minimum, invalidating the whole PO. The rollup’s met/not-met state tells you how much slack you have.
Per-line accept lets you commit the lines you’re sure of and leave the rest in the queue for the next solve to reconsider.
Bucketing the Schedule by order date builds this week’s work queue; bucketing by arrival date shows the receiving calendar. Same data, different question.

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Troubleshooting

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Next Steps

Suppliers

Manage the suppliers behind your POs

MRP

Component buys driven by committed production

Execution plan

Review, edit, and order committed purchases

Transactions

Track placed POs as ERP transactions