Show TOC

Procedure documentationCreating Purchase Quotations or Purchase Orders from Purchase Request Report Locate this document in the navigation structure

 

You can create purchase quotations or purchase orders based on selected purchase requests, directly from within the Purchase Request Report window.

Note Note

When using this option, the target documents are created and added automatically, and the user cannot make any adjustments beforehand.

End of the note.
  1. In the Purchase Request Report window select the rows of the purchase requests for which you want to create the purchase quotations or purchase orders.

  2. Choose the Create button, and indicate the required document type (Purchase Quotations or Purchase Orders).

  3. A system message appears notifying that target documents will be created automatically for the selected rows. To continue, choose Yes.

  4. A message notifying that target documents were added successfully appears.

Note Note

  • The target documents are grouped by vendors. If several selected items from different purchase requests have the same vendor , one target document is created listing all of these items.

  • The target date that appears in the purchase request row in the report is drawn to:

    • The Required Date in the Purchase Quotation document row. The Required Date in the document header is determined by the target date of the first row drawn from the report.

    • The Delivery Date in the Purchase Orders document row. The Delivery Date in the document header is determined by the target date of the first row drawn from the report.

End of the note.