Set Up Automatic Purchase Order Creation

Sparkrock 365 includes automatic purchase order creation functionality that converts purchase requisitions that meet specific criteria into purchase orders. Also, provided that the necessary setup is in place, after Sparkrock 365 automatically creates the purchase order, Sparkrock 365 can automatically email the purchase order to the vendor.

To have Sparkrock 365 automatically create purchase orders from purchase requisitions, you must perform the following setup.

Set up the Purchases & Payables Setup page

On the Purchases & Payables Setup page, there are several fields that must be set up to have Sparkrock 365 automatically create purchase orders from purchase requisitions.

To set up the Purchases & Payables Setup page

1. Choose , enter purchases & payables setup, and then choose the related link.

   The Purchases & Payables Setup page opens.

2. On the Automatic Purchase Order Creation FastTab, perform the following steps:

   1. To have Sparkrock 365 automatically email the new purchase order to a vendor, turn on Automatically Email Purch. Order.
      To receive the email, the vendor must have a valid email address set up on the Vendor Card page, in the Email field.
      
   2. To have an email sent to an administrative user when Sparkrock 365 fails to send an email to a vendor after creating a purchase order, turn on Send Purch. Order Failure Email.
   3. In Purch. Order Failure Email, specify the email address of the administrative user who is to receive the email when Sparkrock 365 fails to send an email to a vendor for a new purchase order.

Set up the Purchase Request Types page

To have Sparkrock 365 automatically create purchase orders from purchase requisitions, you must perform some setup on the Purchase Request Types page.

To set up the Purchase Request Types page

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

   The Purchase Request Types page opens.

2. On the action bar, choose Edit List.

3. For each purchase request type that you want to set up for automatic purchase creation, perform the following steps:

   1. Select the Purchase Requisition checkbox.
   2. In Amount Threshold Purch. Req., specify the threshold amount that Sparkrock 365 is to use for automatic purchase creation.

Set up the SRF Auto Create PO Process job

The STF Auto Create PO Process job automatically converts purchase requisitions that meet specific criteria into purchase orders. Also, the job emails new purchase orders to vendors as well as sends emails to administrators when Sparkrock 365 fails to send an email to a vendor.

To set up the SRF Auto Create PO Process job queue entry

1. Choose , enter job queue entries, and then choose the related link.

   The Job Queue Entries page opens.

2. On the action bar, choose New.

   The Job Queue Entry Card page opens.

3. In Object Type to Run field, specify Codeunit.

4. In Object ID to Run, choose 23020501.

5. On the Recurrence FastTab, specify when you want the codeunit to run.

6. To activate the job queue entry, on the action bar, choose Set Status to Ready.

See also

Automatic Purchase Order Creation

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