Creating purchase orders from order requests

Use this procedure to create purchase orders from order requests that are created in other solutions. You can use one of the first two tabs to create POs from an order request.
  1. Sign in as Buyer and select Manage Purchase Requests. Available requests are displayed.
  2. Select the order request records to use to create purchase orders.
    • To use the search feature to filter on specific fields, select the Search tab. The fields in the header row are displayed. Use the parameters in the header row to filter the order requests and press Enter. The records that match your criteria are displayed.
    • To select all available requests, you can click the header check box and all records on the list are selected.
    • To select individual order records from which to create purchase orders, click the record's check box.
  3. You can update other information before creating a PO by opening any item in the list.
    • Click the ellipsis and select Drill Around® to view more information about the requisition.
  4. On the Selected Requests panel, click Create Purchase Order.
    Note: You can also perform this action on the Purchase Requests tab.
  5. Specify this information:
    Purchasing Company
    Select a company to process only records for that company.
    Vendor
    Select a vendor.
    Purchase From Location
    Select a location from where the request is purchased.
    Buyer
    Select a buyer. If buyer is not specified, then the buyer on the first selected record is used.
    PO Code
    Select a PO code. A purchase order code is an additional identifier for a purchase order number.
    Early Delivery Date
    Select an early delivery date. If this field is not specified, then the early delivery dates on selected records are used.
    Release Purchase Order
    Select this check box to automatically release purchase orders that are created. Clear the check box to view purchase orders before release. For example, to add comments.
    Combine
    Select this check box to automatically combine interface records onto one purchase order line.
    PO Code Override
    Select this check box to indicate that the PO Code that is specified here is used instead of PO Codes from the selected purchase requests.
  6. Click Submit.