Add Products to Purchase Order Line or Copy From Existing Requisitions

In this sub process addition & updating in purchase order line are which are copied from existing requisition record are discussed.

For achieving this sub process some setup is needed as follows.

• Create purchase requisition record, to know how to create the requisition please refer Add / amend requisition sub process.
• To create purchase order record from requisition record, requisition record needs to be marked as “Approved by Purchase Team”. To know how to approve requisition record please refer Requisition to be get approved if vendors and rates are fixed sub process.
• Create purchase order from purchase requisition record, to know more on how to create purchase order from purchase requisition please refer Creation of purchase order against selected requisition sub process.

After completing this setup, to achieve sub process follow steps given below

• Navigate to -> Lines tab besides Detail tab of Purchase Order, as shown below.
• If Purchase order created from requisition, then purchase order line get auto created with the Purchase order.

• For updating in existing Purchase order line record, click on -> Name of record as shown above.
• Redirects to Detail page of Purchase order line record, make desirable changes in it, and click on -> Save or Save & Close button
• To add more Purchase Order Line, kindly navigate back to Line tab and click on -> 'Create' button
• For more information on how to add new purchase order line, kindly refer Add/amend purchase order sub process.