Processing purchase request

This process contains a filter so that processing of the Bill Only requisitions to create Bill Only purchase orders can be separated. Alternatively, you can use Manage Purchase Request to interface Requisition to Purchase Order.

  1. Select Process Purchase Requests.
  2. Complete the required fields.
  3. In the Account Filters section, specify this information:
    Bill Code Option
    Select Include or Exclude as it applies to bill codes.
    Bill Code
    Select up to 4 bill codes.
  4. Click Submit.
  5. After Process Purchase Requests is complete, access the created purchase order.
  6. On the Procedure Information Defaults tab, complete the fields.
    Note: The Procedure Information Defaults tab on the Purchase Order Header is only available to a buyer if the Allow Display of Procedure Info field is selected.
  7. On the Lines tab, open a line. Click the Procedure Information tab to view the procedure information defaults from the requisition. You can specify the procedure information, lot, and serial number of the item.
    Note: The Procedure Information tab on the Purchase Order Line is only available to a buyer if the Allow Display of Procedure Info field is selected.