Requisition and Purchase Order Processing

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 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

NOTE: To Amend/Clone or Invoice a Purchase order it can be done when the Purchase Order is Selected in Transaction/Purchase Order