Purchase order follow-up
The Purchase Order Follow-Up screen is the working area for chasing suppliers on purchase orders that have been sent but not yet acknowledged or fully delivered. It mirrors the vendor follow-up screen, but for issued POs rather than RFQs.
Open follow-up
The screen does not have its own sidebar entry. Open it from Purchase Orders:
- Open Procurement in the sidebar and click Purchase Orders.
- Open the options dropdown at the top right of the list.
- Choose PO Follow-up. The page heading reads Purchase Order Follow-Up.
What you see
A filter panel above a table of POs that need attention. The list pages in as you scroll. If a follow-up is sent (by you or another user) while you are on the screen, a stale-data prompt appears so you can refresh.
Send a chase
- Tick the rows you want to chase. The selection bar at the bottom counts the selection.
- Click Send on the selection bar.
- A Send N PO Follow-up(s)? modal opens. Pick the email account in Send from.
- Click Send N Follow-up(s) to confirm. Each chase is queued; the message body comes from your firm's PO follow-up template.
Review past chases and the latest send
From any row's actions you can open:
- The follow-up history modal, listing past chase mails sent for that PO.
- The latest PO send modal, showing the most recent send recorded against that PO.
Common questions
Can I send a chase outside of this screen?
Yes — open the PO and use Send Purchase Order again to resend. The follow-up screen is for chasing several POs in one go.
Why does a PO drop off the list?
Either the supplier has acknowledged or delivered against it, or the PO was cancelled. Both events stop further chases.
No accounts appear in Send from.
No email account is allowed for PO follow-ups. Ask an admin to update the email-account policy.