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Purchase Order Creation from Purchase Offer

This procedure allows the creation of a Purchase Order starting from a Offer Request.

The procedure consists of a filter section, where you can search more specifically for the RFQs, and a results grid where items are displayed individually.

1. Apply Search Filters​

Among the specific filters in this form, we mention:

  • View open offers: if deactivated, it allows the visualization of already closed offers; otherwise, only those that are still open will be displayed; the lines of closed offers are shown in red in the grid.
  • Not confirmed: allows the visualization of offers without a Confirmation date.
  • View already executed offers: returns as a search result the offers that have already been converted into orders; the lines of executed offers are displayed in green in the grid.
  • View not executed offers: returns as a search result the offers that have not yet been converted into orders.

2. Select Items​

The grid displays the data of the items and the RFQs they belong to.
To process one or more items, it is necessary to select them using the checkbox on the left of the lines. It is possible to choose to process a different quantity than the total quantity of the document: just indicate the Confirmed quantity to be fulfilled in the respective column.
This procedure allows the creation of a Purchase Order starting from a Request for Quotation.

The procedure consists of a filter section, where you can search more specifically for the RFQs, and a results grid where items are displayed individually.

3. Create Supplier Order​

Click on Create Purchase Order.

In the pop-up that opens, choose whether to group the supplier orders by Requests for Quotation or by Account.

Select the checkbox to Close the connected offers (if desired, a Closing Date will then be entered in the offers).

Specific Buttons​

  • Create Purchase Order: allows the creation of the supplier order for the selected lines in the grid. Once the button is clicked, a pop-up opens where you can choose to group the supplier orders by Offer Requests or by Account, and you can choose to Close the connected offers with the respective checkbox (a Closing date will then be entered in the offers).
  • Select: allows you to activate the checkboxes for all the lines selected from the keyboard.
  • Select/Deselect All: allows you to activate/deactivate the checkboxes for all items displayed in the grid.
  • Select supplier: allows you to set a new supplier for the item and opens help to select it.
  • Close offers: enters a closing date in the offer containing the selected item.
  • Currency adjustment rollback: allows rolling back the created supplier order and returning the RFQ to unexecuted status.
  • Open Purchase Order: allows opening the created supplier order for the selected offer line in the grid.