Skip to content
English
Go to website
  • There are no suggestions because the search field is empty.

Purchase workflows and transaction statuses

Understand the difference between the Push and Pull workflows in ParagonERP and how document statuses like TEMP, ISSUED, and COMPLETE function.

In ParagonERP, every document (purchase order, receipt, invoice) remains in its respective module, unlike some systems where documents "disappear" after processing. Oversight is maintained through the use of statuses.

Statuses within a Paragon module

The status of a document is determined via the action button at the bottom right. This button is dynamic and changes based on the current status:

  • TEMP: The initial status of every new or modified document (draft).

  • ISSUED: Activated via the issue button. The document is now finalized and cannot return to TEMP.

  • COMPLETE: The final status. The document is finished and can no longer be edited (except via VOID).

  • ON HOLD: Temporarily puts an order "on wait". Re-activate it by clicking issue again.

  • VOID: Use this to completely cancel an order. You can then provide a reason for the cancellation.

Method A: The "Push" method

In this workflow, you manually "push" the order to the next step:

  1. Purchase Order: Select complete and create receipt.

  2. Receipt: Open the created receipt, select complete and quick invoice.

  3. Purchase Invoice: Open the invoice and select post (boeken) and complete.

  • Advantage: You maintain strict oversight per document. Each completed document is finished and won't be processed twice by mistake.

Method B: The "Pull" method (recommended)

In this workflow, you "pull" the data from the next module. This is the most flexible method:

  1. Purchase Order: Select issue. The status is now ISSUED.

  2. Receipt: Go to the receive module, create a new receipt, and "pull" the purchase order in. After issuing the receipt, the purchase order automatically receives the COMPLETE status.

  3. Purchase Invoice: Go to the purchase invoice module, create a new invoice, and "pull" the receipt in. After posting, the receipt automatically receives the COMPLETE status.

  • Advantage: You can easily combine multiple purchase orders into a single receipt or invoice. The invoice receives the COMPLETE status once the payment is processed in Minox.