Raising a purchase order means writing down what you are buying, from whom and at what price and getting sign-off before you order. What is purchase order?
Before you start
- Purchasing module
The CloudSuite Industrial way
Where to find it: Purchase Orders / Purchase Order Builder
- Create a PO requisition (manually or from a customer order, job or planned order)
- A user with the right authorisation changes each requisition line to Approved. Their PO Req Limit and PO Req Line Limit on the Users form must cover the line amount
- Run Convert PO Requisition to create PO lines from the approved lines
Limits in CloudSuite Industrial
- Approval is on requisition lines. The Approver field on the requisition header is information only and is not checked
The Pulsify way
- Raise and approve the purchase order in CloudSuite Industrial as usual.
- When the invoice arrives, Pulsify links it to the purchase order and matches the lines.
- Differences in quantity or price are flagged for review before approval.
Pulsify connects to CloudSuite Industrial. We set up the connection for you.
What Pulsify does not do here
- Raising and creating POs in Pulsify works with Xero only today. For CloudSuite Industrial, Pulsify matches bills to the POs you raise there.
Common mistakes
- Relying on the Approver field on the requisition header to control approval.
- Approving lines for a user whose PO Req Limit or PO Req Line Limit does not cover the amount.
More help
- How to raise a purchase order and get it approved in Dynamics 365 Finance
- How to raise a purchase order and get it approved in Kinetic
- How to raise a purchase order and get it approved in IFS Cloud
- How to match a voucher to a purchase order in CloudSuite Industrial
- How to handle a partial delivery against a purchase order in CloudSuite Industrial
- How to set up voucher approval in CloudSuite Industrial
- All CloudSuite Industrial how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: confirmed.
Common questions
Who can approve a requisition line?
A user with the right authorisation. Their PO Req Limit and PO Req Line Limit on the Users form must cover the line amount.
Does the Approver field on the header matter?
No. The Approver field on the requisition header is information only and is not checked.
How does a requisition become a PO?
Run Convert PO Requisition to create PO lines from the approved lines.
Does Pulsify email the PO to the supplier?
No. Send the approved PO yourself.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in CloudSuite Industrial.