Create Purchase Order from Requisition

Created on 9/12/2016 8:00:00 PM

Training Guide
Create Purchase Order from Requisition

Table of Contents
Create Purchase Order From Requisition.......................................................................1

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Create Purchase Order from Requisition

Procedure

Step

Action

Click on Home

Click on Procurement

Click on Purchasing

Click on Tasks

Under Requisitions, click on Process Requisitions Hyperlink

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Step

Action

Select the BU Name of any other search criteria to find Requisitions that are
ready to be created as Purchase Orders

Click on Search

Based on search criteria you can see all the requisitions available to be created as
purchase orders. Select Appropriate requisition, hold control key to select more
than one.

After selecting, click on Add to Document Builder button

10

Select Type "New Order"

11

Select Style "Purchase Oder"

12

Enter Supplier Details

13

Click OK to create Purchase Order

14

On the right hand side you can see Document Builder, verify details and click on
"Create"

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Step

Action

15

A popup window will display with the purchase order was created

16

Click on Save for later editing purpose, or click on Submit

17

Click on Submit to send it for Approval

18

A confirmation window will appear showing that Purchase Order is submitted for
approval

19

Navigate to Orders dashboard and click on In Process hyperlink to see Purchase

Order which are in process.

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Step
20

Step
21

Action
Click on Purchase Order to the Status
Click the Chrome Legacy Window object.

Action
Click on Pending Approval hyperlink to see the Approval status

22
End of Procedure.

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