You can create a purchase order from within a purchase
requisition record.
Before you begin
The purchase requisition must have at least one line item
that has not been assigned to a purchase order. You must have authorization
from your system administrator to use the
Create PO action.
About this task
Your system administrator might require that purchase
requisitions be approved before you can assign line items to purchase
orders. If so and the current purchase requisition is not approved,
the product displays an error message. Your system administrator might
also specify that the status of the purchase requisition is changed
to Closed when all line items have been assigned to purchase orders.
If so, the purchase requisition becomes a history record and cannot
be modified after all line items are assigned to a purchase order.
Procedure
- From the Purchase Requisitions application, display the
purchase requisition that you want to convert to a purchase order.
- Select the Create PO action.
- In the PO field, type a purchase
order number or click Autonumber to generate
a number automatically.
- Optional: Edit the Description field.
- Fill the required fields.
- Click OK. All unassigned
line items that have not been flagged as Copy to RFQ or Copy to Contract
for this purchase requisition are copied to the purchase order.