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Create a purchase order from one purchase requisition

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A purchase order can be created from a purchase requisition from header or line level.

When creating a purchase order, you have several options from which to choose:

  • create one purchase order from one requisition.
  • create one purchase order from one, or several, requisition lines (i.e. not all requisition lines on a requisition). Note: If several lines in one purchase requisition are selected for creation and different suppliers are defined between lines, several purchase orders will then be created.
  • add requisition(s) or requisition line(s) to a purchase order.

Note: You cannot create a single purchase order from several requisitions. This means that if you want to create purchase orders for two requisitions, you have to create two purchase orders. The requisitions cannot be merged into one purchase order.

Create the purchase order from header level

  1. Select the Work with purchase requisitions menu item.
  2. On Work with purchase requisitions, Requisition headers highlight the applicable requisition and click Create PO.
  3. You access the line level. Mark the line(s) you want to create on your purchase order and click Acc mark.

Create the purchase order from line level

  1. Drill down to line level. Mark the lines you want to create on your purchase order and click Acc mark.

    2. Note: Regardless of from where you triggered the creation of the purchase order, if no supplier is defined on any of the purchase requisition lines, the system will search for the applicable supplier (according to the set up parameters) and you will be flagged with a message. See Setting up purchase requisitions.

    If any information is missing, you will access the applicable purchase order panel and be flagged with the missing information. If all information is complete you will access the Work with purchase orders, Order lines panel listing the lines that have been created. A purchase order number has been assigned. The PO flag on the purchase requisition has also been updated with YES. You do not need to further process the requisition. At this stage it is considered complete. Continue with the processing of the purchase order as desired. For more information about purchase order handling, see About purchase order entry.

    Note: If the order type used has been defined with a batch printout of the purchase order document, you have the possibility to change to direct print. This is prompted when you exit the purchase order. Otherwise leave as a batch printout and see Print the purchase order document and send as email or fax.

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