Phalcon PO

Configuration needed

This test file needs a browser/SPA Entra App Registration client ID before sign-in will work.

Do not use the PnP PowerShell client ID for the production web app. Create a separate Entra app registration for the PO web app.

PO Profile Summary

PO Start Page Main Menu

Choose what you want to do. Drafts stay inside the matching New PO or Change Order form.

Create PO on Behalf

Use this only after delegate permission already exists. This screen issues a new PO under the selected PO owner's profile and, when Create New POs authority is active, also lets the delegate resume that owner's active Pending Cost reservations. It does not assign delegate permissions. To assign a user as a delegate, go back and choose Manage Delegate Rules.

My Submitted POs / Change Orders

This page loads up to 100 matching records at a time for your signed-in PO profile and active delegated access. PO Date, exact Vendor, exact PO / CO Number, and Document Type are applied on SharePoint before records are returned. PDFs open only when you click Open PDF.

Current Page Totals

These totals summarize only the 100-or-fewer rows displayed on this page. Use Calculate All Matching Totals for the complete filtered result.

Manage Delegates

Use this page to allow another approved PO user to create Change Orders for one of your original POs, one job number, or all of your POs. This creates a rule in PODelegates; it does not share your entire SharePoint folder.

Current Active Delegate Rules

Only currently active rules are shown here. Owners can deactivate rules they created, and delegated users can decline assigned access. Deactivated, declined, or expired records remain in PODelegates for audit history but are removed from this current-rules table.

Start Change Order

v31: Choose the original submitted PO first. The list includes your own eligible POs plus any POs delegated to you in PODelegates.

Change Order rule: Vendor and Job Number are locked from the selected original PO. If the vendor or job number is different, create a new PO instead of a Change Order.

Admin Tools Start Page Main Menu

Choose the admin task you want to open. This start page keeps PO User Setup, Delegate Rule Management, and Create PO on Behalf separate so old form data does not appear until that tool is selected.

Note: Use Manage Delegate Rules to assign permissions from one PO user to another. Use Create PO on Behalf only after permission already exists and you are issuing a PO under the selected owner's profile. Use Manage Vendors to add, rename, update, or inactivate POVendors rows. Renames preserve the old name in VendorAliases, and any current-name or alias reference blocks permanent removal. Use Manage Ship To Addresses to add or update fixed company Ship To locations. Use Manage State Tax Rates to add or update PO/CO tax dropdown choices. Use Reporting / Search for Admin/Accounting/Purchasing lookup, totals, PDF links, and CSV export. Use Seed Standard Ship To only to add missing fixed company office addresses to POShipToAddresses; it skips existing matching names.

Performance Diagnostics

Action Summary

Most Recent Events

Accounting / Purchasing PO Lookup

For Accounting, Purchasing, and PO Admins only. Select a PO user/profile to review submitted Purchase Orders and Change Orders without opening the raw SharePoint lists.

Reporting Roadmap

v62 keeps reporting as a planned milestone only. The current build does not yet create totals dashboards or CSV exports.

Reporting / Search

Search submitted Purchase Orders and Change Orders from CommittedPOLog. Results load 100 records at a time. PO Date, exact Vendor, exact PO / CO Number, Document Type, and selected profile scope are applied on SharePoint before records are returned. Previous pages remain cached in this browser session.

Current Page Totals

These totals summarize only the 100-or-fewer rows displayed on this page. Use Calculate All Matching Totals for the complete filtered result.

Admin Tools - Vendor Manager

Admins can add, rename, update, or inactivate vendors used by the PO dropdown. A rename updates the current POVendors name and automatically retains the old name as an alias. Submitted POs, Change Orders, PrintableHtml, and generated PDFs are never rewritten.

Admin Tools - Ship To Address Manager

Admins can add or update fixed Ship To addresses used by the PO dropdown. Normal users should still use Enter Manually for one-off Ship To addresses.

Admin Tools - State Tax Rate Manager

Admins can add or update the SharePoint-managed tax options used by both the PO and Change Order tax dropdowns. Submitted records store the selected option/rate as a snapshot.

Admin Tools - PO User Setup

Only users with Is PO Admin checked in POUserProfiles can see this section. Admin accounts see this setup screen only; the normal PO form is hidden. This creates or updates POUserProfiles rows only. It does not submit POs and does not change the PDF/email flow.

For a new PO user, enter the first PO number the app should issue. Default is 1000. Use Check User in Entra before saving. Is PO Admin defaults to No and must be specifically changed by an existing admin.

Admin Tools - Delegate Rule Management

Admins can create delegation rules by selecting both the original PO owner and the delegated PO user from POUserProfiles. This screen assigns permissions; it does not make the admin the delegate unless the admin is selected as the Delegated PO User.

All Delegate Rules

Reference-only list for admins. Use Manage later for date changes/scope additions, or Deactivate to disable a rule. Do not edit raw SharePoint rows unless troubleshooting.

My Saved Drafts

Active drafts and Pending Cost PO reservations for the signed-in user are shown. Submitted drafts are hidden from this list.

Purchase Order

Create, save, preview, and submit a Purchase Order.

Loaded SharePoint Data