--- title: How to Automatically Create Purchase Orders from Purchase Requisitions description: You can automate your document workflow and eliminate part of the routine work by setting up an automated Purchase Order from Purchase Requisition creation. To set it up, please follow the steps below --- [Skip to content](https://help.precoro.com/automatic-purchase-order-creation-from-purchase-requisition#main-content) [Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en) [![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login) Open main navigation Close main navigation - [Contact us](https://help.precoro.com/kb-tickets/new) - [Customer portal](https://help.precoro.com/tickets-view) - [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) Hi there! 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[Purchase Requisitions](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-requisitions) # How to Automatically Create Purchase Orders from Purchase Requisitions ## Learn how to automatically turn approved purchase requisitions (PRs) into purchase orders (POs). **TABLE OF CONTENTS** - [How Precoro Creates a PO from an Approved PR](https://help.precoro.com/automatic-purchase-order-creation-from-purchase-requisition#how-it-works) - [How to Set Up Automatic PO from PR Creation](https://help.precoro.com/automatic-purchase-order-creation-from-purchase-requisition#set-up) - [Who Becomes the Purchaser of the PO](https://help.precoro.com/automatic-purchase-order-creation-from-purchase-requisition#purchaser-autocreated-po) - [Which PR Items Precoro Adds to the PO](https://help.precoro.com/automatic-purchase-order-creation-from-purchase-requisition#items-added) - [What the Automatically Created PO Includes](https://help.precoro.com/automatic-purchase-order-creation-from-purchase-requisition#po-fields) - [What Status the PO Gets After Creation](https://help.precoro.com/automatic-purchase-order-creation-from-purchase-requisition#status-after-creation) ### How Precoro Creates a PO from an Approved PR Precoro creates POs automatically when a PR gets its final approval and moves to **Approved** status, if one of these is true: - **Automatically Create Orders from Requisitions** is enabled in Basic Settings. - The PR was created from a PunchOut catalog. Here's what happens next: 1. The purchaser is selected. [Learn more.](https://help.precoro.com/automatic-purchase-order-creation-from-purchase-requisition#purchaser-autocreated-po) 2. The PR items that can be ordered are selected. [Learn more.](https://help.precoro.com/automatic-purchase-order-creation-from-purchase-requisition#items-added) 3. One PO is created for each supplier and currency combination. For example, a PR with items from 2 suppliers, each in 2 currencies, gets 4 POs. 4. Each PO is checked and either sent for approval or left in **Draft** status. [Learn more.](https://help.precoro.com/automatic-purchase-order-creation-from-purchase-requisition#status-after-creation) **💡 Please note:** Automatically created POs are always purchase orders, not service orders. ### How to Set Up Automatic PO from PR Creation **Step 1: Enable the Setting** 1. Go to **Configuration** → **Basic Settings** → **Documents Setup** → **Purchase Requisitions**. 2. Check **Automatically Create Orders from Requisitions**. **Step 2: Select a Default Purchaser** 1. In **Default purchaser for automatically created orders**, select the user who becomes the purchaser. 2. Save the settings. 💡 **Please note:** The default purchaser from Basic Settings applies only when the PR creator doesn't have the **Create** Purchase Order role. If the PR creator has this role, they become the purchaser, even when a default purchaser is selected. ![auto-create-po-from-pr](https://help.precoro.com/hs-fs/hubfs/auto-create-po-from-pr.jpg?width=670&height=243&name=auto-create-po-from-pr.jpg) 💡 **Please note:** The list shows only users with the **Create** Purchase Order role and access to all locations and custom fields for documents. Learn more in [User Roles](https://help.precoro.com/user-roles-1?hsLang=en). ### Who Becomes the Purchaser of the PO Precoro checks these rules in order and uses the first one that fits: **PRs created from PunchOut catalogs:** - If the PunchOut catalog has a **Default Purchaser**, this user becomes the purchaser of automatically created PO. - If they're in vacation mode, their substitute user becomes the purchaser. **PRs created manually:** 1. If the PR requestor has the **Create** Purchase Order role, the PR requestor becomes the purchaser, even if they're in vacation mode. 2. If the PR requestor doesn't have this role, the **Default purchaser for automatically created orders** from Basic Settings becomes the purchaser. If they're in vacation mode, their substitute user becomes the purchaser. ### Which PR Items Precoro Adds to the PO Precoro skips a PR item and doesn’t add it to the PO if: - The item has no supplier. - The item’s supplier is in **Rejected** status. - The item is in **Rejected** status. - The item is already in another PO. If Precoro skips every item in the PR, a PO isn't created automatically. **Pro tip:** To order an item that has no supplier, take the PR for revision, add the supplier, and send the PR for approval again. ### What the Automatically Created PO Includes Precoro transfers most PO details from the PR, including: - Location, delivery date, and shipping address - Supplier and currency - Attachments - Items with all their details Other fields depend on your settings or the supplier (see the table below): | **Field** | **Value in the automatically created PO** | | --- | --- | | **Document level** | | | Legal Entity (if enabled) | 1) The PR's legal entity. 2\) If the PR has none, the first active legal entity of the PR's location. 3\) If the location is available to all legal entities, your company's first active legal entity. | | Creation Date | The day the PO is created. | | Send to Supplier | Follows your company's settings. | | Note | From the PR document. (if [automatically transfer notes for PR](https://help.precoro.com/working-with-notes-in-documents#Notes) is enabled). | | Taxes and discounts | First, the supplier's default taxes are added. Then the taxes and discounts from the PR are added (if Supplier-Calculated Tax isn't enabled). | | Budget | From the PR document, only if the purchaser has access to it. | | Contract | The supplier's contract, if the supplier has only one **Approved** contract and its Expiration Date ≥  PO's Delivery Date. | | Custom Fields for Documents | Default values, based on the supplier and the PR. | | Payment Term | The supplier's payment term, if the supplier has only one. Otherwise, **Postpayment**, if the default payment term is enabled. | | Exchange rates | Current rates, if your company uses several currencies. | | Terms and Conditions | If the PO has a legal entity and Terms and Conditions (T&C) are configured by legal entity: - - If the legal entity has only one T&C attachment—it’s added. - If the legal entity has more than one—nothing is added. If the legal entity has none, your company’s T&C are checked. - - If your company has only one T&C attachment, it’s added. | | **Item level** | | | Catalog item | From the PR item, if the item was added from the catalog. | | Baseline price for savings | From the catalog, for catalog items. For items added manually, 0. | | Currency of free-of-charge items | If the item's currency isn't one of the supplier's currencies: - the currency of the first other item from that supplier in the PR, or - the supplier's first currency if there are no other items. | | Requires Receipt | The checkbox isn’t available for: - Shipping, Tax, WHT, and Discount items. - Service items, if **Service Items Require Receipt by default** is disabled. | ### What Status the PO Gets After Creation **The PO is sent for approval** if all of these are true: - The supplier is in **Approved** status. - The PO has all the required fields are filled out. - The purchaser has access to the PO's custom document field values. **The PO stays in Draft status** if any of these is true: - **The supplier isn't in Approved status.** The purchaser won't be notified that the autogenerated PO needs to be completed by email. - **A required field isn’t filled out.** The purchaser gets an email. This can happen when: - Required document or item custom fields aren’t filled out. - Required attachments are missing. - The budget isn’t set, and the budget is required. - The payment term isn’t set. - The legal entity isn’t set. - The supplier, location, or purchaser doesn’t match the legal entity. - Required taxes are missing. - **The purchaser doesn't have access to the PO's сustom document field values.** The purchaser doesn't get an email. - [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en#main-content) - [Configurations](https://help.precoro.com/precoro-setup?hsLang=en#configurations) - [User Management](https://help.precoro.com/precoro-setup?hsLang=en#user-management) - [Custom Fields and Forms](https://help.precoro.com/precoro-setup?hsLang=en#custom-fields-and-forms) - [Supplier management](https://help.precoro.com/precoro-setup?hsLang=en#supplier-management) - [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items) - [Approval Workflow](https://help.precoro.com/precoro-setup?hsLang=en#approval-workflow) - 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