REQUISITION PROCESS
Go to CORE/Delivery Address to make sure Delivery Address is Active
Go to CORE/ Vendor to make sure Vendor is Active
Go to Transaction/ Requisition to create Requisition
- Click +CREATE
- Enter Requisition number (if left blank the system will auto assign)
- Enter Date (System will auto assign if left blank)
- Enter Vendor (NOTE: Vendor is not required; You may leave blank for multi-vendor requisition or if vendor will be assigned at PO level).
- Enter Requisition Information
- NOTE: use to Split Quantity and to Split Price
- SAVE then X out of page
- Requisition/ Select Requisition and Click on Print Icon
- PRINT
PURCHASE ORDER PROCESS
Purchase Order converted from Requisition
Go to Transaction/ Requisition to Convert Requisition to Purchase Order
- Select Requisition, Click on CONVERT
- Enter PO number (system will auto assign if left blank)
- Enter Purchase Order Date (system will auto assign if left blank)
- POST
- Conversion results box appears, click x to close after reviewing
- When you return to the grid page the Requisiton will appear with a PO Number
- Go to Transaction/Purchase Order and select the Print Icon to Print Purchase Order
- Select Output (PDF) PRINT
OR
Purchase Order creation without Requisition
Go to Transaction/Purchase Order
- Click +CREATE
- Enter Purchase Order Information
- SAVE then X out of page
- Purchase Order/Select Purchase order and clck on Print Icon
- PRINT
NOTE: To Amend/Clone or Invoice a Purchase order it can be done when the Purchase Order is Selected in Transaction/Purchase Order