How to Process Purchase Orders against Material Requisition?


In this topic, we'll show you how to process purchase orders against material requisition.
  1. Click on the Material Management module from the left navigation.



  2. Click on Purchase Orders.



  3. Click on the Purchase Orders category and select Material/Product Request from the drop-down.


      

  4. Select the checkboxes next to the material name.

      

  5. Click on the Process Purchase Order button located on the top right corner of the screen.



  6. Enter a customer ID in the Customer ID input box.

      

  7. Click on the Designated Reviewer box.

      
      

  8. Select the checkboxes located next to the reviewer names and then click on the Add button.

      

  9. Click on the Delivery Type drop down and select a delivery type.



  10. Click on the Material Supplier drop down and select a material supplier from the drop down.

      

         

  11. Click on the Attention box field.



  12. Select the checkboxes located next to the team member names and then click on the Update button.



  13. Click on the Attach Files drop down.



  14. Select the Attach From Computer option and select the files that you want to attach with the Purchase Order.
    Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.

      

  15. Enter the unit price of the material in the Unit Price input box. You can add other relevant information as needed in the form; such as Delivery Point, Workpackage etc.



  16. Click on the Process Purchase Order button.



  17. The Purchase Order will be successfully processed.


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