P/O Create POs From Requisitions Screen

Open Purchase Orders > P/O Create Purchase Orders > Create POs from Requisitions.

Click the Process button to create and post purchase orders that match your specified criteria.

If you do not select the Drop-Ship Items option, you can select this option to consolidate details that have the same vendor, item, unit of measure, location, and expected arrival date into single details on the purchase order.

Requisition details that include drop-ship addresses are not consolidated. A separate detail line is created on the purchase order for each requisition detail with a drop-ship address.

Note: The Consolidate Items check box is not available if any optional fields are defined for purchase order documents or details.

Use these fields to specify the first and last dates in the range of requisition dates for which you are creating purchase orders.

Use these fields to select the first and last requisition numbers in the range of requisitions for which you are creating purchase orders.

Use these fields to select the first and last vendor numbers in the range of vendors for which you are creating purchase orders.

Select this option to add requisition details with blank vendor numbers to purchase orders created for vendors who are assigned to items with the vendor type you specify in the Using I/C Vendor Type field.

Select this option to create purchase orders from job-related requisitions.

Note: You cannot mix job-related and non-job-related requisitions when creating purchase orders. If you want to create POs from both types of requisitions, you must run this function twice.

Select this option to add requisition details without vendor numbers to purchase orders when the purchase order vendor is assigned in Inventory Control item records as the vendor type specified for the requisition details.

If you use Inventory Control, the field is named Using I/C Vendor Type. If you use Purchase Orders as a stand-alone program (without Inventory Control), it is called Using Vendor Type.

Note: The Using Vendor Type option appears only if you select the Include Blank Vendors option.

You see this tab only if you have defined optional fields for purchase orders documents.

On the Optional Fields tab, type or use the Finder to select the entries you want the program to insert on the Optional Fields tab of each purchase order.

If you use the same fields on requisitions and purchase orders, the optional field entries on the requisition will appear by default on the purchase orders unless you specify entries here.

If an optional field has a Finder beside it, you see a default entry for the field. You can select another entry from the Finder.

You see this tab only if you have defined optional fields for purchase orders details.

On the Detail Optional Fields tab, type or use the Finder to select the entries you want the program to insert for each detail line on the purchase order.

If you use the same fields on requisitions and purchase orders, the optional field entries on the requisition detail lines will appear by default on the purchase orders unless you specify entries here.

If an optional field has a Finder beside it, you see a default entry for the field. You can select another entry from the Finder.

Overview

Use this screen to create purchase orders automatically from the requisitions you have added in Purchase Orders.

For example, you can create purchase orders automatically for specified ranges of requisition numbers, dates, and vendor numbers . You can create purchase orders for requisition details that do not have vendor numbers, assigning vendors either by creating purchase orders for only one vendor number or by selecting a vendor type used with items in Inventory Control.

When you create purchase orders automatically, the program selects Active as the purchase order type, posts the purchase orders, and increases quantities on purchase order in Inventory Control.

For more information, see About Creating Purchase Orders Automatically.