After a purchase order is created, you can now request a deposit. This feature allows you to request a partial deposit or full payment from the Finance team before the order invoice is generated. Here are the steps.
You cannot request a deposit for purchase orders that already have an approved invoice.
Go to the Purchasing menu.
You will automatically enter the Purchases submenu. Then, on the Order tab, select an order number with the status Awaiting invoice and click “Actions” then choose Request deposit.
Or if you want to view the order details first before requesting a deposit, you can also click the “order number”.
At the bottom, click the “Action” button and select Request deposit.
A pop-up will appear. In the Amount in section, you can choose to use either a percentage calculation or a nominal amount (Rp) for the deposit request.
The minimum deposit must be greater than Rp10,000.
You can also check Full purchase order amount if you want to request a full deposit equal to the purchase order amount.
You can also add an Attachment, if needed.
Once everything is correct, click “Submit”.
The deposit request will be successfully submitted, and you can view the details of the deposit request on the Payments tab.
The purchase order status will change to Awaiting payment.