P/O Create PO From Requisition Screen

  1. Open Purchase Orders > P/O Transactions > Purchase Order Entry.
  2. Click the Zoom Zoom button  button beside the From Requisition Number field, or tab to the field and then press the F9 key.

Type the requisition number from which you want to create a purchase order, or select it from the Finder.

You can select more than one requisition number for the purchase order.

Note: When you create a purchase order from more than one requisition, the fields on the Optional Fields tab will be taken from the first requisition that you select.

Choose this option to add requisition details with no vendor numbers to the purchase order.

Choose this option to add requisition details without vendor numbers to the purchase order if the purchase order vendor is assigned as the specified vendor type in the Inventory Control item records.

When you press the Order button, Purchase Orders inserts Yes in this field, to indicate that the requisition details have been added to the purchase order.

Choose this option to add requisition details with no vendor numbers to the purchase order.

Overview

Use this screen to:

Using requisitions is optional. You can create purchase orders without requisition numbers.

To use the From Requisition Number field:

  1. Click the Zoom button beside the From Requisition Number field, or tab to the field, then press the F9 key.
  2. Type the requisition number to use or select it from the Finder.
  3. Choose whether to select requisition details with no vendor numbers for your purchase order.
  4. If you are including details with blank vendor numbers, choose the vendor type (optional).
  5. Choose other requisition numbers, if applicable.

    6. Note: When you create a purchase order from more than one requisition, the fields on the Optional Fields tab will be taken from the first requisition that you select.

  6. When ready, choose the Order button. Yes appears in the Ordered column for each requisition and the session (sign-on) date appears in the Date Ordered column.
  7. Choose Close to close the screen.

Use the following buttons to: