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erp-manual:cloud:purchase:po-scenario

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erp-manual:cloud:purchase:po-scenario [2024/04/29 05:57]
Varun Nagrecha created
erp-manual:cloud:purchase:po-scenario [2024/04/29 10:21] (current)
Varun Nagrecha
Line 1: Line 1:
- ====== Create Purchase Order======+ ====== Advance Scenarios for Purchase Order ======
  
  
  ===== Overview =====  ===== Overview =====
-  * Purchase Order can be created using these methods - +Purchase Order can be created using these methods - 
     * Create one PO for one PR     * Create one PO for one PR
     * Create one PO for multiple PR for all items     * Create one PO for multiple PR for all items
Line 12: Line 12:
  ===== Create Purchase Order =====  ===== Create Purchase Order =====
  
-  - **One PO for One PR: ** Click on Purchase Request Menu and then open the Purchase Request for which Purchase Order has to be created. Click on Document Actions and click on Purchase Order. + 1. **One PO for One PR: ** Click on Purchase Request Menu and then open the Purchase Request for which Purchase Order has to be created. Click on Document Actions and click on Purchase Order After that follow the instructions given in [[erp-manual:cloud:purchase:purchase-order|Purchase Order]].  
-  **One PO for Multiple PR for all items: ** Click on Purchase Request Menu. Select the PR documents for which PO is to be created. Click on Purchase Order button to create PO for the all items in the selected PR. + 
-  - **One PO for Multiple PR for all items: ** Click on Purchase Order Menu and then click on Create New button, and then follow steps under Add/Edit Line Item section to add selected line items to the PO.+ 2. **One PO for Multiple PR for all items: ** Click on Purchase Request Search Screen. Select the PR documents for which PO is to be created. Click on Purchase Order button to create PO for the all items in the selected PR. After that follow the instructions given in [[erp-manual:cloud:purchase:purchase-order|Purchase Order]].  
 + 
 + 
 + 3. **One PO for Multiple PR for all items: ** Click on Purchase Order Menu and then click on Create New button, and then follow the below steps to import Items from PR:  
 +     * In Line Items section, click on Purchase Request. 
 + 
 +{{popup>erp-manual:cloud:purchase:orderlineitemsview.png?400}} 
 + 
 +     * In the __From Doc ID Code__ field, add the Document Id / Document Code of the PR from which Line Item(s) to be added. Then click on Get Items button. 
 +     * A list of Line Items of that PR is displayed. Click on the checkbox of the items to be added. 
 +     * Click on Confirm to add the selected Items. 
 + 
 + 
 +After that follow the instructions given in [[erp-manual:cloud:purchase:purchase-order|Purchase Order]]
  
  
erp-manual/cloud/purchase/po-scenario.1714370244.txt.gz · Last modified: 2024/04/29 05:57 by Varun Nagrecha