Create a purchase order from a purchase requisition

To reduce manually processing time, Sparkrock 365 provides the capability to create a purchase order for lines on a purchase requisition. When you create a purchase order for a line on a purchase requisition, the information on the General FastTab of the purchase requisition as well as any lines that have the Line Action set to Create Purchase Order are automatically populated on the purchase order.

To create a purchase order from a purchase requisition

1. Choose , enter purchase requisitions, and then choose the related link.

   The Purchase Requisitions page opens.

2. Select the purchase requisition for which you want to create a purchase order, and then on the action bar, choose Manage > Edit.

   The Purchase Requisition page opens.

3. On the Lines FastTab, for any line that is to have a purchase order created, ensure that the value of Line Action is set to Create Purchase Order.

4. On the action bar, choose Home > Create Purchase Order.

   The Status of the purchase requisition changes to In-Progress and on the line, the Purchase Status changes to Created.

   A dialog box appears and displays text that asks whether you want to see the one or more purchase orders that were created.

5. To view the purchase order that was created, choose Yes.

   The Purchase Order page opens for the first purchase order that was created.

6. Review the purchase order and specify values for fields that were not automatically populated from the purchase requisition.

   For example, specify values for Vendor Invoice No. and tax-related fields.

See also

Purchase requisitions

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