# Purchase orders for Kinetic

Kinetic has purchase orders built in. Pulsify matches each AP invoice to the purchase order you raised in Kinetic and shows what is left to bill.

A purchase order is the written order you send a supplier before they deliver, so the bill can be checked against it later.

## What Kinetic does on its own

PO entry and approval.

## What you need in Kinetic

- Purchasing security
- Buyer record with an approval limit

## Setting it up in Kinetic

Where to find it: Purchase Order Entry; Buyer Workbench > POs > Approvals; PO Approval

1. Create the PO in Purchase Order Entry.
2. Open Buyer Workbench > POs > Approvals or PO Approval.
3. Approval compares the net PO total, less any tax already calculated, with the buyer's approval limit.
4. Approve from Purchase Order Entry > Summary, Buyer Workbench or PO Approval > Detail.

## Good to know in Kinetic

- A 110.00 PO with 10.00 tax is tested as 100.00.
- The Epicor help describes one approval limit for each buyer, not a multi step approval chain.
- The detail comes from Epicor ERP 10.1.500 notes. Kinetic screens may differ.

## How to do it in Kinetic

### How to raise a purchase order and get it approved in Kinetic

In Kinetic, create a purchase order with the supplier, lines and prices. Submit it for approval and send it to the supplier only after it is approved. Full guide: https://www.pulsify.tech/how-to/raise-a-po-and-get-it-approved-in-epicor-kinetic/

### How to match an AP invoice to a purchase order in Kinetic

In Kinetic, open the purchase order, compare each AP invoice line to the purchase order line on quantity and unit price and query any difference before you approve. Full guide: https://www.pulsify.tech/how-to/match-a-bill-to-a-purchase-order-in-epicor-kinetic/

### How to handle a partial delivery against a purchase order in Kinetic

In Kinetic, keep the purchase order open, check each AP invoice against what has been billed so far and close the purchase order only when the last delivery is invoiced. Full guide: https://www.pulsify.tech/how-to/handle-a-partial-delivery-against-a-po-in-epicor-kinetic/

## What Pulsify adds

1. Raise and approve the purchase order in Kinetic as you do now.
2. Open purchase orders come into Pulsify from Kinetic.
3. When the AP invoice arrives, Pulsify matches it to the purchase order line by line and flags differences.
4. A panel shows how much of the purchase order has been billed and what is left.

Pulsify connects to Kinetic. We set up the connection for you.

What Pulsify does not do:

- Raising purchase orders in Pulsify is for Xero only. In Kinetic you raise them in Kinetic.

## Common questions

### How does Kinetic approve a PO?

It compares the net PO total with the buyer's approval limit. Approve in Buyer Workbench or PO Approval.

### Does tax count toward the limit?

Tax already calculated is taken off, so a 110.00 PO with 10.00 tax is tested as 100.00.

### Can POs have a multi step approval chain?

The Epicor help describes one limit for each buyer, not a multi step chain.

### Should every purchase have a purchase order?

Most teams set a dollar amount or a supplier list. Regular small bills such as power often skip a PO and go through approval instead.

## Sources

- https://tomerlin-erp.com/wp-content/uploads/2017/01/Epicor10_FeatureSummaryHighlights_101500.pdf

Source: https://www.pulsify.tech/purchase-orders-for-epicor-kinetic/ (last checked 2026-10-19)