Use

When processing purchase orders, you can reduce the data entry effort by simply adopting or copying data from other purchasing documents.

You can:

Prerequisites

You must display the documents you wish to reference in the document overview.

How to set up the document overview display is described in the section Defining the Document Overview .

Procedure

The steps you must perform both to copy a document or convert one into a purchase order are identical.

To adopt an existing document as a purchase order, you can either select the desired document in the document overview and include it in the PO you are currently processing in the right-hand part of the screen using the appropriate pushbutton or you can drag it onto the shopping cart ( ) using the left-hand mouse button.

Copying Purchase Orders

Prerequisites

To be able to copy complete purchase orders, you must set up the document overview in such a way that the documents are initially sorted by number and the item data can be shown below the document number.

In this case, the document overview could have the following structure:

Activities

To insert the data in the current purchase order, you must select the desired PO or PO item in the document overview and click .

Creating a Purchase Order Referencing a Contract

Prerequisites

To create the link to the contract, you must display the desired contract in the document overview.

Activities

Select the desired contract or contract item in the document overview and click .

The vendor and item data are adopted in the purchase order you are currently processing.

If you know the contract number, you can also enter it directly in the Outline agreement field in the item overview.

Converting Requisitions into Purchase Orders

Prerequisites

To be able to convert requisitions into POs, you must display the desired requisitions in the document overview.

If you wish to convert all requisition items with the material group Office supplies (006) into a PO to be issued to your vendor Smith Co., for example, you must first sort the document overview by material group.

Activities

Select the material group in the document overview and click .

Result

The data is adopted in the current purchase order.