Create Purchase Orders from Requisition Management

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Create Purchase Orders from Requisition Management

Step 1:

Go to the “Purchasing Management” module and select “Requisition Management”.

Select requisition management

Step 2:

Select the items on the list and click on the “confirm” icon.

  • Use the search function to filter requisitions per order number, supplier, status.
  • Pending items will be set to Confirmed after selecting “Approved”.
  • Confirmed Items may be added to new or existing purchase orders.
  • It is possible to edit or delete requisitions before approving them.

Select items and click on confirm

Step 3:

Select the confirmed requisitions and add them to a new or an existing purchase order.

Select items and click on add to PO

Step 4:

Select an existing, open PO or add the items to a new PO.

  • If adding to an existing PO, select the PO and click on the confirm icon.
  • To create a new PO, click on the “+” button.

 

Select existing PO or add a new one

Step 5:

Select if you would like to consolidate requisitions with equal stock codes.

saves

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