Create a Purchase Order From Requisitions With Manual Grouping


An example of creating a purchase order by using manual grouping of requisition lines to create two order lines.

 

We will demonstrate keeping the requisition lines separate when the application would have combined them together into one document line. They would be combined because the lines share the same item, category, and other key attributes.


Steps:

  1. Start by navigating to the Process Requisitions page. This page allows you to conduct searches for requisition lines, convert them to purchasing documents or negotiations, and perform other actions.

    Step 1

  2. Multi-select two requisition lines and add them to the document builder.

     

    You could have reduced the number of requisition lines displayed using search but in this example we are simply going to select two lines from the results displayed.

     

    Click Add to Document Builder.

    Step 2

  3. In the Add to Document Builder window, notice the defaulted values.

    Type is New Order.

    Enter a supplier and supplier site.

     

    Click the OK button.

    Step 3

  4. The lines selected earlier along with the details regarding your new purchase order are now visible in the document builder pane. The options in the pane allow you to create the order or start over, but we are going to demonstrate the edit options. To manually group the requisition lines, you need to edit the document being built.

     

    Click Edit in the Document Builder pane.

    Step 4

  5. Had we simply clicked create on the previous page the application would group the requisition lines based on previously defined rules.

     

    Here we are demonstrating that you can have some control over how the lines are grouped when the order is created. From the Actions menu on the Edit page you can manually control the line grouping.

     

    Click Group Lines Manually.

    Step 5

  6. Notice that the Order Line column becomes editable. You can enter order line numbers to control the line grouping on the order.

     

    Step 6

  7. We are now ready to create the order. If you needed to add additional lines to your order the Add More Lines button would return you the Process Requisitions page.

     

    Now to create the purchase order!.

     

    Click Create.

    Step 7

The new purchase order is created.

 

Notice there are two lines and they were not grouped into one line.

 

This completes this demonstration.

 

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