Generating a Purchase Order from a Requisition Lesson


The following is an example of generating a Purchase Order (OP) from a Requisition (OR). The window titles will be different depending on the type of Purchase Order being generated.


Steps:

  1. Click the State of Nebraska link.

    Step 1
  2. Click the Purchasing - Agencies link.

    Step 2
  3. Click the Purchase Orders - Agency link.

    Step 3
  4. Click the Commodity Purchase Order - Agency link.

    Step 4
  5. Click the Generate Commodity PO - Agency link.

    Step 5
  6. Click the Gen Comm PO (OP) from Req (OR) link.

    Step 6
  7. Enter the Purchase Requisition number into the Order Number field. Enter "48357".

    Step 7
  8. To populate the grid with all available detail lines on the Purchase Requisition, click the Find button.

    Step 8
  9. Choose the row(s) in the grid reflecting the detail lines from which you want to generate a Purchase Order.

     

    Click the Row:1 option.

    Step 9
  10. Click the Row:2 option.

    Step 10
  11. Click the Row button.

    Step 11
  12. Click the Order Release menu.

    Step 12
  13. Header Information

     

    Review and update the following fields on the Header as required:

     

    o Supplier - update with vendor

    o Branch/Plant - Note: 9000 is not a valid Branch/Plant for a Purchase Order; this will result in an Error

    o Buyer

    o Ship To

     

    Note:  Changes made to the order release will be reflected on the generated Purchase Order. They do not change the original Purchase Requisition.

    Step 13
  14. Enter the desired information into the Supplier field. Enter "503605".

    Step 14
  15. Click in the Branch/Plant field.

    Step 15
  16. Enter the desired information into the Branch/Plant field. Enter "65025009".

    Step 16
  17. Release Information

     

    Release Qty automatically populates from the Requisition.  This can be increased or decreased during this process.

     

    Release Amt is calculated using Release Quantity and Unit Cost

    Step 17
  18. Click the Detail Information tab.

    Step 18
  19. Detail Information

     

    Inventory Number - autopopulates from Requsition.

     

    Description 01 - Autopopulates from Requisition.  Update as necessary

     

    Account Number - Update as necessary

    Step 19
  20. Click in the Account Number field.

    Step 20
  21. Enter the desired information into the Account Number field. Enter "65025009.531100".

    Step 21
  22. Click the Dates tab.

    Step 22
  23. Dates

     

    Requested - Update as necessary

     

    Promised Delivery - Update as necessary

    Step 23
  24. Click the OK button.

     

    Note:  If multiple rows were chosen, the Order Release window refreshes with the next item. Repeat Steps for each detail line that you wish to include on the Purchase Requisition.

     

    Step 24
  25. Enter the desired information into the Supplier field. Enter "503605".

    Step 25
  26. Click in the Branch/Plant field.

    Step 26
  27. Enter the desired information into the Branch/Plant field. Enter "65025009".

    Step 27
  28. Click the Detail Information tab.

    Step 28
  29. Click in the Account Number field.

    Step 29
  30. Enter the desired information into the Account Number field. Enter "65025009.531100".

    Step 30
  31. Click the OK button.

    Step 31
  32. Click the Form button.

    Step 32
  33. Click the Generate Order(s) menu.

    Step 33
  34. The new Order Number and Or Ty (Order Type) will appear and should be recorded

    Step 34
  35. Click the Close button.

    Step 35
  36. Click the Close button.

    Step 36

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