TABLE OF CONTENTS


How to create a Purchase Order from Several Requisitions


1. Open the Purchase Order module in the left-side menu and click the PO from Requisitions button. 


2. There, you can see that requisitions are allocated by suppliers automatically, and you can create a PO from 1, 2, or even 100 requests (but specific to one location/shipping address and one supplier). Click + on the right in front of the respective supplier for whom you want to create a PO. 


3. Select the items you want to add to the Purchase Order, then click Next step.


4. Fill out the required Delivery date, Location/Shipping Address, if needed, include the contract with the supplier, and assign the budget. Then click Create.




5. Check if the items' details are correct while the Purchase Order is in "Draft" status.
If they require any adjustments, click the "Edit" button on the right side of the item line and modify the necessary fields.
If there are any items that you don't want to order, you can remove them from the PO using the "Remove" (red bin) button.

 
If you need to include any additional items in your order, you can use the Add Item or Add Empty Row buttons. 


Please note that any identical items will be consolidated into one, and that you will not be able to decrease the number of items because they have already been approved.



Once ready to proceed, click the Confirm button.


6. As soon as the Purchase Order was submitted, it would be sent for approval to the authorized users. Once the PO is approved, it can be sent to the Supplier.

How to change the Item quantity in Purchase Orders created from Requisitions

When creating the new Purchase Order document from Purchase Requisition, you can change the number of the ordered item and order less than was originally requested. 


Users with Creator roles in Purchase Order and Purchase Requisition modules can use this function.

 

You can change the item's quantity:




  • When editing items in the Purchase Order, provided that the document has Draft or In revision Statuses.



In the Purchase Requisition document you can see the Waiting parameter in the item line. It shows how much is still available for order: Waiting = Requested - Rejected - Ordered.