Make PO from PR

1. Options Copy to Purchase Order from Purchase Request

Go to > Purchasing > Purchase Requests

Select required Purchase Request then go to Options > Copy to Purchase Order to copy data in Purchase Request to create Purchase Orders

Note  To Copy To Purchase Order, the status of Purchase Request must be Waiting PO only

• The system shows details before creating Purchase Order

1.If you need to change the Supplier, you can select a supplier from the drop-down list in Purchase Supplier then click Apply. The system will add the selected supplier to every line items

2.If you need to change the Location, you can select a location from the drop-down list in Purchase Location then click Apply. The system will add the selected location to every line items

Using filter to find data

• Location > Filter data by Location to create Purchase Orders
• Supplier > Filter data by Supplier to create Purchase Orders

Click the Create PO button, the system will create new Purchase Order in status Draft.

• In the Purchase Requests(PR), the function that can create the Purchase Order(PO) in the Purchase Requests(PR)

Select the Purchase Request and click the button “Apply PR”. The system shows the PR list that the status is Waiting PO. If push the button “Create PO”, the system will create the PO by separate the document by Supplier.

Product settings to support this function

1.General Tab

• Product Type > select Stockable
• Procurement Method > select Make To Order
• Supply Method > select Purchase

2.Purchasing Tab

• Tick > Can Purchase
• Suppliers table > Need to define suppliers at least 1

3.Inventory Tab

• Product Locations > Need to define Warehouse, significance to setting Inventory storage