Convert to Purchase Order

Explanation

A purchase requisition can be converted to a purchase order by selecting Requisition to Order in the Convert/Transfer command group. Note that all the requisition lines to be converted must be selected.

When you convert a requisition to a purchase order, you have three options: you can let the system add requisition lines to the first available purchase order(s), add requisition lines to a given purchase order, or create a new purchase order. However, if no appropriate purchase order exists, the system creates a new purchase order. You can only choose between creating a new order, or letting the system automatically pick which existing order should be used when the requisition has several lines with different suppliers.

Note that if a purchase order change order exists for the purchase order to which you are trying to add the requisition line, the line will instead be added to the change order and then when the change order is processed, the changes will update the purchase order. The status of the purchase requisition line will then be updated to Change Order Created and then go to PO Created when the change order is processed.

Requisitions created from the customer order module are directly related to a specific customer order. A purchase from a customer order can concern two different supply codes: Purchase Order Direct and Purchase Order Transit.

When converting purchase requisition lines to a purchase order, lines with similar values for the Use Price Incl Tax option are grouped into one purchase order. If there are two requisition lines with different values for the Use Price Incl Tax option, then two separate purchase orders are created for each line. In the requisition to order parameters dialog, existing purchase orders are filtered using the value specified for the Use Price Incl Tax option. If you select a purchase requisition line with the Use Price Incl Tax option selected, and try to convert that to a purchase order, then the requisition to order parameter dialog shows only existing purchase orders with the Use Price Incl Tax option selected, and vice versa. If you select multiple purchase requisition lines with different values for the Use Price Incl Tax option and try to convert that to a purchase order, the requisition to order parameter dialog does not show any existing purchase orders.

Note: When you work with several suppliers, you can only choose between letting the system automatically select appropriate purchase orders, or creating new purchase orders.

Prerequisites

System Effects

  1. If the wanted delivery date falls on a day which is a delivery day, the system keeps the wanted receipt date.
  2. If the wanted delivery date is not on a delivery day, replace it with the previous working day.
  3. If the new, wanted delivery date is not on a delivery day, go to step 2.