What are related doc that get affected upon creation & completion of PO

Hello,

Basic Purchase Order workflow is described in Acumatica Help. Did you look in Acumatica Help? Acumatica Help can be found here (circled in green).

Purchase Orders are not “released”. When we “Remove Hold,” PO’s become Open.  Purchase orders have no effect on Inventory, no effect on Purchase Receipts, no effect on Inventory Receipt, no effect on AP Bill, no effect on AP Payment, and no effect on General Ledger/Finance.

Between removing hold and when the PO status changes to complete, this is what happens:

1. PO Receipts are entered. Release of PO Receipts updates the PO, Inventory and GL. (Inventory receipts batches may release automatically, or not, based on your settings.)
2. AP Bills are entered. Release of AP Bills updates the vendor balance in Payables, updates the PO, and updates GL.
3. AP Payments: AP Payments update the AP Bill and GL.

When does the PO status change to Complete? It depends on whether all items were received and depends on other settings - users must choose what behavior to take when all items are not received.

There are many other screens that affect Inventory balances.

Laura