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Documentation Index

Fetch the complete documentation index at: https://docs.raleyapps.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The Purchase Orders module brings the full procurement lifecycle into Jira — from initial purchase requests through approvals, budget tracking, goods receipt, and reporting.

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Creating Your First Purchase Order

Prerequisites: Suppliers and products must be configured before creating a PO. See Managing Suppliers and Products. Required role: Finance
  1. Open your Jira project and go to Apps → Purchase Orders
  2. Click Create new purchase order
  3. Select the Supplier from your configured supplier list
  4. Select the Currency for this order (defaults to your project default)
  5. Add order lines — choose a product from the supplier’s catalog and enter the quantity
  6. Review the calculated totals (unit prices, tax, discounts)
  7. Click Save — the PO is created with status Draft

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Submitting for Approval

  1. Open the saved PO and confirm all order lines are correct
  2. Click Submit for Approval
  3. The PO status changes to Pending Approval and the assigned approver is notified
  4. The approver opens the PO and clicks Approve or Reject
  5. On approval, the status advances to Approved and the PO is ready to action
For multi-level approval configuration, go to Project Settings → Purchase Orders → Approval Tiers.

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Recording Goods Receipt

When ordered items arrive:
  1. Open the approved PO
  2. Click Receive Goods
  3. Enter the quantities received for each order line (partial receipts are supported)
  4. Click Save — the received quantities are recorded and the PO status updates accordingly

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What You Can Do

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Setup & Configuration

  • Getting started — Initial installation and project configuration
  • User roles and permissions — Define who can create, approve, and manage POs
  • Status definitions — Understand what each PO status means

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Core Workflow

  • Purchase requests — Submit and track internal purchase requests
  • Approval workflows — Route POs through single or multi-level approval
  • Department approvals — Configure approval rules per department
  • Goods receipt — Record delivery and receipt of ordered goods

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Financial Management

  • Budget tracking — Monitor spend against allocated budgets
  • Multi-currency support — Handle orders in different currencies
  • Custom PO numbering — Automate PO number generation

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Reporting & Visibility

  • Reporting and analytics — Generate reports on PO spend and status
  • Jira dashboard widgets — Add PO data to your Jira dashboards
  • Purchasing dashboard — Central view of all procurement activity

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Output

  • PDF customization — Design the layout and content of printed POs

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Need Help?

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