Prerequisites
Privileges
Before you begin, make sure you have the following:
Privileges | Definition |
Buyer subscription | Allow a user to access the Marketplace as a Buyer. |
Create Purchase Orders | Allow a user to create a purchase order. |
Creating a Purchase Order After Receiving Quotations
Go to Purchasing.
Open the Requisitions tab.
Locate the relevant requisition.
Click Procure.
The requisition will open, displaying the supplier quotation details.
If multiple suppliers have submitted quotations:
Click Compare Companies to evaluate the offers.
Select and check the box of the preferred supplier.
Click Continue.
TIP: Select Complete if you want to end the purchasing process.
Review the purchase order details on the next screen.
Add Terms and Conditions.
Add the approver's username.
Click Send.
A confirmation message “Purchase Order(s) Created” will appear.
A Purchase Order (PO) gets created and will appear in the Purchase Orders tab. The purchase order will be reviewed by the approver before awarding it to the supplier.