Required Prerequisites

Permissions

Permission	Description
Create Purchase Order	Allows users to create Purchase Order in Marketplace.

Privilege	Description
Asite Account	Users must have an Asite account to access Marketplace.

Requirement	Description
Project Forms	Required Project Forms must be completed before creating the Purchase Order.

There are 3 ways to create a Purchase Order.

Method	Description
Create from the Purchase Orders Tab	Create a Purchase Order manually from the Purchasing area
Create After Requisition Approval	Create a Purchase Order from an approved requisition.
Create After Receiving Quotations	Create a Purchase Order after reviewing supplier quotations.

Navigate to Purchasing.
Select the Purchase Orders tab.
Click + New Purchase Order (top right).
The Purchase Order form will appear.
Complete the form with the necessary details.
- For more information, see Purchase Order Field definition.
Click Next.
The vendor selection page will open.
Click Select Vendor.

NOTE: Vendors with an Expired status can be viewed and selected when creating Purchase Order. The Expired filter will appear alongside the Qualified and Connected vendor filters.
Locate the required supplier and click Select Supplier.
The supplier details page will open.
Click Next.

TIP: To change the selected vendor, click Edit Vendor.
In the new form, add the required product or service line items..
- For more information, see Items Field Definition.
Review the Purchase Order details.
Click Continue.
Add Terms and Conditions, if required.
Add the approver responsible for approving the Purchase Order.
Click Submit.
A confirmation message will appear: "Purchase Order Created".

The Purchase Order will be created and sent to the selected supplier for further processing.

Field	Description
Purchase Order Title	Enter a clear title for the Purchase Order.
PO Type	Select Hire or Material.
Type	Displays Manual by default.
Department	Select the department requiring the goods or services.
Material	Select the material type from the dropdown list. Available options depend on organisation's configuration.
Date required	Enter the date when the items are required.
Contract Name	Select the contract name from the dropdown list.
Contract Number	Auto-populates based on the selected contract name.
Contract Location	Select the contract location address from the drop-down list.
Contract address	This will auto-populate the address from the contract location selected.
Special Instructions	Any additional information can be entered here.

Field	Description
Commodity Code	Enter the item code, if available.
Part No.	Enter the part number, if available.
Description	Enter a detailed description of the item.
Quantity	Enter the required quantity.
Unit of Measure	Enter the unit of measurement.
Price	Enter the price for each item.
Amount	Auto-calculates based on the price and quantity.
WBS code	Enter the relevant budget code.
Zone	Enter the zone number.
Activity Phase	Enter the activity phase for the item.
Currency	Select the currency.
Add Item	Add another item to the Purchase Order.

Once a requisition is approved, it must be procured by creating a Purchase Order.

Navigate to Purchasing.
Open the Requisitions tab.
Locate the requisition with the Approved status.
Click Procure.
- The requisition details page will open.
Select Create Purchase Order.

TIP: Create Request for Quote (RFQ) is also available from this page.
Select the checkbox for the required commodity.
Click Select Supplier.
Click Raise PO.
Click Send.

A Purchase Order (PO) will be created and sent to the selected supplier.

After suppliers submit quotations, the quotations can be reviewed before awarding a Purchase Order. For more information, see Create Purchase Orders after Receiving Quotations.