Creating and Approving a Purchase Order Requisition

You can manually create a PO requisition, or the requisition can be created by cross-referencing from a sales order, service order or transfer order. A planned order can also be firmed into a PO requisition.

Follow the steps in Manually Creating a PO Requisition or Creating a PO Requisition through a Cross Reference.

Approving the Requisition Lines

Once a Purchase Order Requisition Line record has been saved, a user with the proper authorization levels (usually set using the default group Purchase Requisitions Approval) can open the PO Requisition Line record and change the status to Approved. The approver's PO Req Limit and PO Req Line Limit (on the Users form) must be large enough to include the amount of this requisition line.

A user with the proper authorization levels can also use the Change PO Requisition Line Status utility to change the status to Approved, Disapproved, and so on.

Converting the PO Requisition to a Purchase Order

Use the Convert PO Requisition activity to create PO line items from PO requisition lines that have been approved.