Convert a requisition to a purchase order

Convert a requisition to a purchase order

1. Click the Open icon on the toolbar.
2. Type convert in the Filter field.
3. Click the Convert PO Requisition form list item.
4. Click the OK button. The Convert PO Requisition form opens.
5. Click the PO Requisition drop-down arrow.
6. Click the [your requisition] list item. 
7. Verify 1 displays in the Start Line field.
8. Verify 1 displays in the End Line field. 
9. Verify Regular displays in the PO Type field.
10. Type [your initials]? in the PO field.
11. Click the Process button. A dialog box opens with the message, “Purchase Order that has [PO: 
XX?] does not exist. Should [Add] be performed?”
Note: Normally you would allow the system to generate the PO number. This message is 
because you are creating the PO using your initials. 
12. Click the Yes button. A dialog box opens with the message “1 PO Requisition Line(s) were 
processed.”
13. Click the OK button. The purchase order number displays in the PO Num column for the

    • Related Articles

    • Approve a purchase order requisition

      1. Click the Form drop-down arrow. 2. Click the Purchase Order Requisitions list item. The Purchase Order Requisitions form opens. 3. Click the Slider. 4. Locate and select [your requisition] line in the grid. 5. Click the Slider. 6. Click the Lines ...

    • Create a purchase order

      Part 1: Create a purchase order 1. Click the Open icon on the toolbar. 2. Type purchase orders in the Filter field. 3. Click the web.PurchaseOrders form list item. 4. Click the OK button. The Purchase Orders form opens. 5. Click the New icon. 6. Type ...

    • Generate a Purchase Order Report

      1. Verify you are on [your purchase order for MP Parts Company]. 2. Click the Purchase Order Report menu option. The Purchase Order Report form opens. 3. Verify the Regular check box is selected in the PO Type section found in the upper left corner. ...

    • Create a purchase order and lines

      1. Click the Open icon on the toolbar. 2. Type purchase orders in the Filter field. 3. Click the web.PurchaseOrders form list item. 4. Click the OK button. The Purchase Orders form opens. 5. Click the New icon. 6. Type [your initials]? in the PO ...

    • Explore the Purchase Order Document Lifecycle form

      1. Click the Open icon on the toolbar. 2. Type purchase order doc in the Filter field. 3. Click the Purchase Order Document Lifecycle form list item. 4. Click the OK button. The Purchase Order Document Lifecycle form opens. 5. Type [your initials] in ...