Purchase Orders & Invoicing
Overview of buying things (Purchase Orders) and billing for things (Invoicing) in FMX.
This section covers two related but separate systems: Purchase Orders, for buying things, and Invoicing, for billing for things. They share this section for convenience, but one doesn't require the other.
Purchase Orders
A Purchase Order is how you buy something — a vendor, a set of line items, and a workflow from draft through approval, purchase, and receiving. Before committing to a purchase, you can start with a Requisition instead — see Requisitions and Purchase Orders for how the two relate, Purchase Order Statuses for the full lifecycle, and Receiving Shipments for what happens once your order arrives.
Receiving a Purchase Order that includes inventory items automatically adds that stock — see Inventory for how that connects.
Invoicing
An Invoice is for billing — it's independent of Purchase Orders entirely, not something generated from one. See Invoicing for what an invoice can be billed against and how payments are recorded.
How this connects to budgets
Purchase Order and Invoice activity both feed into Financial Planning Budget Categories automatically, alongside the other cost sources documented there.
Whether your organization uses this
Purchase Orders and Requisitions are each controlled by their own organization-level toggle, so your account may have one without the other.