Here's a comprehensive guide to creating a new P/O from a P/O Proposal.
Using these instructions, generate a Purchase Order Proposal from the Inventory Replenishment feature.
The first step to creating a Purchase Order will be in ERP to go to Purchasing > P/O Proposal Management.
Click Select P/O Proposals to show all available proposals.
This will open the Select From P/O Proposal List. Select the proposal(s) you want either by clicking on the Proposal # or clicking the checkbox and clicking Select.
Note: Every Proposal will generate its own P/O (meaning: selecting multiple Proposals will not merge them into a single P/O).
Back on the P/O Proposal Processing Management screen, you have one last chance to view and edit the quantities of items being ordered.
You can assign vendors in two ways:
- One at a time, row by row.
- Click Assign Vendor. This will automatically assign the last Vendor associated with that SKU.
Caution: If the item has not been ordered before, the Vendor field will remain empty and must be filled out manually.
You'll also see a small Summary at the bottom of the screen.
When you're done, click Create P/O.
Click Yes.
You will see a small notification telling you the P/O was successfully added.
Now, when you go to the Purchase Order List screen, your new P/Os will appear right at the top.
See related: