Convert Purchase Requisition to Purchase Order
Explanation
A purchase requisition can be converted to a purchase order by selecting Requisition to
Order in the Operations menu. 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.
Unique purchase orders will be created for
requisition lines connected to projects which have the Project Unique
Procurement check box selected in the
Misc Order Info tab.
These requisition lines cannot be connected to purchase orders which have a
different project ID specified in the purchase order
header, or if the purchase order contains lines
connected to projects which are different from the one specified on the
requisition line.
If the company tax regime is VAT, when converting
purchase requisition lines to a purchase order, lines with similar values for
the Use Price
Incl Tax check box are grouped into one purchase order. If there are two
requisition
lines with different values for the Use Price Incl Tax check box, then two separate
purchase orders are created for each line. In the requisition to order parameters
dialog box, existing purchase orders are filtered using the value specified for
the
Use Price Incl Tax check box. If you select a purchase requisition line with
the Use
Price Incl Tax check box selected, and try to convert that to a purchase order,
then the requisition to order parameter dialog box shows only existing purchase
orders with the
Use Price Incl Tax check box selected, and vice versa. If you
select multiple purchase requisition lines with different values for the Use Price Incl Tax
check box and try to convert that to a purchase order, the requisition to
order parameter dialog box does not show any existing purchase orders.
Prerequisites
- The purchase requisition must have been released, and the
lines requiring authorization must have been authorized.
- A supplier must have been indicated.
- You must have entered a coordinator in the
Coordinators
window. The coordinator may be
connected to your user ID. The connection is made in
Sites per User window.
- A buyer must have been entered on the
Procurement Basic Data/Buyers tab.
- Normally, supply chain parameters should be defined
for the supply chain relation. For external suppliers, this can be done in
the
Supplier to Site Supply Chain Parameters window, and for
internal suppliers this can be done in the
Site to Site Supply Chain
Parameters window.
System Effects
- The selected purchase requisition lines are converted into a
purchase order. The requisition lines are added to an existing purchase order, or a
new purchase order is created. The status on the requisition header is updated from
Released or Authorized to Closed when all the requisition lines are converted. The requisition
line status is updated to PO Created.
- When you convert a requisition into a purchase
order, all the information entered for the requisition is copied to the
purchase order. This includes internal destinations and any notes tied to
the requisition. The supplier and site are retrieved from the requisition
line. If the company tax regime is VAT, the value for the
Use Price Incl Tax check box is
retrieved from the part purchase requisition or no part purchase
requisition line, and the tax code applicable to the no-part will be retrieved
from the requisition line.
- If the demand site is the same as in the header and supply chain relations have been established, the ship via code for a purchase requisition line is retrieved in the following order: (1) If the purchase requisition originates from a customer order, the ship via code is inherited from the customer order line, (2) the supplier
agreement, (3) the supply chain parameter exceptions, and (4) the header.
- If the demand site differs
from the header, the ship via code is retrieved in the following order: (1) If the
purchase requisition originates from a customer order, the ship via code is
inherited from the customer order line, (2) the supplier agreement, (3) the supply chain
parameter exceptions, (4) the supply chain parameters, and (5) the
header.
- The technical
coordinator is also retrieved from the requisition line. The
supplier contact is copied to the purchase order if the requisition line is not
added to an existing purchase order. The order code is taken from the requisition header.
For purchase parts, inventory or non-inventory registered, the price information is
retrieved from the supplier of the purchase part relationship. (For no-number parts, you
must specify a price when entering the requisition). If
the requisition line is an exchange line, all the information entered about the
exchange component is copied to the purchase order.
- When using a delivery pattern, to convert
requisition lines to purchase order lines, the wanted delivery date should be modified to
fit the delivery days with the following logic:
- If the wanted delivery date falls on a day which is a
delivery day, the system keeps the wanted receipt date.
- If the wanted delivery date is not on a delivery day,
replace it with the previous working day.
- If the new, wanted delivery date is not on a delivery day,
go to step 2.
- If the purchase order line is created from a project-connected purchase requisition line, the project connection
will be inherited by the
purchase order line.
- The system determines whether the consignment stock should be used to set up
the supplier for purchase parts.
- If the purchase order comes from an outside operation, the
purchase order number is entered on the Report Shop Order Operations/Subcontract tab.
Window
Purchase Requisition
Purchase Requisition Lines
Related Window Descriptions
Requisition To Order Parameters
Purchase Requisition
Purchase Requisition/Part Requisition Lines
Purchase Requisition/No Part Requisition
Lines
Purchase Requisition/Rental Part Requisition Lines
Purchase Requisition
Lines
Procedure
- Populate or query for the appropriate requisition.
- Select the requisition lines you want.
- Select Requisition to Order in the Operations menu; the Requisition to Order Parameters
dialog box will open.
- The coordinator appears automatically if the coordinator is
connected to your user ID; otherwise, you must manually select a coordinator by using
the List of Values. The default coordinator can be changed.
- The buyer is retrieved from the purchase part; if a buyer is not connected to the purchase part, it is retrieved from the supplier. However, if you are
working with several suppliers on the requisition, a buyer is not indicated by default.
Either use the list to manually indicate a buyer, or select the Use Default Buyer Code from
Supplier check box. You can use these
options even if a default buyer appears automatically.
- Depending on the conditions, you can choose from the following three
options.
-
Auto Select: The system adds the requisition lines to the first available
orders. If no appropriate purchase order exists, a new one is created.
-
Add to Order: If the requisition lines have the same supplier and a proper purchase
order exists, they will be displayed in the lower part of the window. Select the line of
the purchase order to which you want to add the requisition line. In the Purchase Order
No field, the number of the selected purchase order will be displayed. Click
Add
to Order.
-
Create New: A new purchase order is created. If you want to you can enter a purchase order
number in the Purchase Order No field, and the purchase order will be created with this
number. When you are handling several suppliers, a purchase order is created for each
supplier. If you enter a purchase order number in the Purchase Order No field, this
number will be used for the last line in the requisition. For the other
lines the system will create the numbers.
- A message appears indicating the purchase order number. Click OK to
confirm, and the purchase order(s) will be created.
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.