Generate formal documents without duplicating data
Turn the approved order into a consistent, shareable document. Operations and the PDF use the same record to prevent discrepancies.
What you'll learn
How generate formal documents without duplicating data works inside Perfour.
What information you need and how it stays connected to Purchase Orders.
How to preserve traceability and find the record later.
How to complete order document
- 01
Understand the objective
A purchase order formalizes what is being purchased, from whom, for how much and under which terms. In Perfour it preserves the link between supplier, budget lines, deliveries and financial movements. This guide focuses on generate formal documents without duplicating data.
- 02
Prepare order document
Select the supplier and budget lines, then enter description, quantities, prices, terms and delivery date. Review the total and attach the required commercial support.
- 03
Complete the workflow in Perfour
Prepare the order as a draft, submit it, approve or reject it, and track execution until completion or cancellation. Statuses separate an editable request from an authorized commitment. The PDF avoids copying data into a separate template.
- 04
Review relationships and traceability
The order connects with the budget, supplier, expenses, payment receipts, deliveries and inventory. These relationships reconcile ordered, received, invoiced and paid amounts. Before approval, confirm budget availability, supplier, taxes, quantities, date and terms. The exported document should come from the same approved record.
Frequently asked questions
What is order document and what is it for?+
A purchase order formalizes what is being purchased, from whom, for how much and under which terms. In Perfour it preserves the link between supplier, budget lines, deliveries and financial movements.
What information do I need to generate formal documents without duplicating data?+
Select the supplier and budget lines, then enter description, quantities, prices, terms and delivery date. Review the total and attach the required commercial support.
How is this process completed in Perfour?+
Prepare the order as a draft, submit it, approve or reject it, and track execution until completion or cancellation. Statuses separate an editable request from an authorized commitment. The PDF avoids copying data into a separate template.
Which other modules does it connect with?+
The order connects with the budget, supplier, expenses, payment receipts, deliveries and inventory. These relationships reconcile ordered, received, invoiced and paid amounts.
What should I check before considering it complete?+
Before approval, confirm budget availability, supplier, taxes, quantities, date and terms. The exported document should come from the same approved record.