Generating a Purchase Order from a Quotation Request Lesson

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


  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 Quote (OQ) link.

    Step 6
  7. Enter the Quotation Request number into the Order Number field.


    Enter "3187".

    Step 7
  8. Click the Find button.

    Step 8
  9. The grid for releasing lines from a Quotation Request to a Purchase Order is in Line order.  The Original line on the Quoation Request appears in Bold and the Release Quantity is populated with the Original Quantity requested.


    The lines beneath the Quotation Request information contain Bid Submission information from each Supplier for the specific line on the Quotation Request.

    Step 9
  10. Note: Mulitple Purchase Orders can be created from a single Quotation Request and awarded to muliple Suppliers.


    Quantity released to a supplier does not need to match the Original Release Quantity from the Quotation Request.

    Step 10
  11. Enter the Release Quantity on the supplier line to whom you wish to award the order


    For orders placed in units, enter the number of units to be released to the Purchase Order for the specified the Release Quantity field(s).


    For orders placed in bulk, enter the bulk price in the Release Amount field(s).


    If the order includes text lines, enter a "1" in the Release Amount field in the text line (with a Unit Price of 0.00) that corresponds with the supplier to whom you wish to award the order.

    Step 11
  12. Click the Release Quantity object.

    Step 12
  13. Release Quantity 


    Enter the number of units to be awarded to the Supplier into the Release Quantity field.


    Enter "50".

    Step 13
  14. Click the Release Quantity object.

    Step 14
  15. Enter the number of units to be awarded to the Supplier into the Release Quantity field. Enter "50".

    Step 15
  16. Optional Step: To Review Purchase Order prior to generation.


    Click the Form button.

    Step 16
  17. Click the Review Order(s) menu.

    Step 17
  18. Click the box in the grid to view the pending Purchase Order to review.


    Click Row:1 option.

    Step 18
  19. Click the Row button.

    Step 19
  20. Click the Details menu.

    Step 20
  21. Review information that will be on the generated Purchase Order.

    Step 21
  22. Click the Cancel button.

    Step 22
  23. Click the Cancel button.

    Step 23
  24. Click the Form button.

    Step 24
  25. Click the Generate Order(s) menu.

    Step 25
  26. The new Order Number and Or Ty (Order Type) will appear and should be recorded

    Step 26
  27. Click the Close button.

    Step 27
  28. Click the Cancel button.

    Step 28

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