Create Purchase Order from Requisition

 

You can create the purchase order from the requisition and send the purchase order to the supplier.

It is necessary to open the requisition form and select Create Purchase Order from Requisition in the upper right corner of the form.

All fields marked with an asterisk are mandatory.

 

In the Desired Suppliers field, it is necessary to select the supplier to which we want to send the purchase order from the drop-down list.

In the lower part of the form, there is a form for entering products/services on requisition, which consists of the following elements:

• Product or service - select from the drop-down list the product/service that you would like to add upon requisition.
• Unit measures, Quantity - fields in which the entry of the unit of measure and quantity is mandatory.
• Name of the product or service for suppliers - field for free entry of the product/service.
• Unit and total value.

After filling in the fields of the form for adding a product/service on request, it is necessary to click on the button Add item to add on requisition.1Additional products or services can be added upon requisition..

 

After we have entered all the data, an order form is generated by clicking on the Save and Create Purchase Order button.

 

Opens a screen containing the entered data and clicking on the order code opens the Purchase Order.

 

The generated purchase order (depending on the defined business processes) can be sent to the supplier (button Send purchase order), sent to a superior for approval (button Send for approval), close, cancel or delete the requisition.

 

When you click the Send Purchase Order, a window opens with the suppliers´s contact e-mail and the Send Purchase Order to Supplier and Cancel buttons.

After we have sent the purchase order to the vendor, the system displays a notification that the purchase order has been sent successfully.

 

The requisition from which the purchase order was created has a visible purchase order in the requisition overview in the Created Purchase Order column.