Creating purchase orders from purchase requisitions

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

  1. From the Purchase Requisitions application, display the purchase requisition that you want to convert to a purchase order.
  2. Select the Create PO action.
  3. In the PO field, type a purchase order number or click Autonumber to generate a number automatically.
  4. Optional: Edit the Description field.
  5. Fill the required fields.
  6. 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.


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