How to Create Multiple POs Step By Step

 

Multiple purchase orders can be created in the Buyer's in Basket step by step. The selected requisitions will be processed one by one in a queue. Each requisition will be displayed in the New Purchase Order screen and must be individually saved. A printing selection will be presented after each save. Navigation between requisitions in the queue can be performed using the Next and/or Previous buttons.

 

Use the following steps to create multiple purchase orders step by step:

 

1. Click on the Business tab, click Purchasing, and select Buyer's In-Basket. All the requisitions for the current user will be retrieved and displayed in the grid.

 

Note: The requisitions that require buyer's attention will be displayed in red. Click on the Message hyperlink in the Validation column to view the message.

 

2.

If

Then

The requisition is displayed in the grid

1. Proceed to Step 3.

The requisition is NOT displayed in the grid and to Search by Requisition Number

1. In the Search by section, select the Requisition # radio button.

 

Note: The Buyer radio button (selected by default) will be deselected. The search will be performed in all buyer's in baskets, based on user security permissions.

 

2. Enter the Requisition #.

 

Note: Only part of the requisition number may be entered. The search may return multiple requisitions.

 

3. If applicable, click on the Custom Filter drop-down menu to select an option to refine the search.

 

4. Click on the Search button. All requisitions that the search parameters will be retrieved and displayed in the grid.

 

5. Proceed to Step 3.

The requisition is NOT displayed in the grid and to Access Another Buyer's In-Basket

1. In the Search by section, click on the Buyer drop down list and select a buyer.

 

2. If applicable, click on the Custom Filter drop-down menu to select an option to refine the search.

 

3. Click on the Search button. All requisitions that the search parameters will be retrieved and displayed in the grid.

 

4. Proceed to Step 3.

 

3. Select as many or as few requisitions from the results displayed in the grid, by clicking the corresponding check mark beside each requisition, or click the check mark at the top of the grid to select all requisitions.

 

 

4. Click on the Group Actions drop-down menu and select Create PO Step by Step.

 

 

5. In the New Purchase Order screen, review the information and ensure all mandatory fields are filled.

 

Note: Click on Next to skip a PO, Previous to go back to a PO, Undo or to clear changes made or Cancel Queue to return to the Buyer's In-Basket screen.

 

If

Then

All information is correct

1. Click on the Save button.

 

2. Proceed to Next Step.

Information is incomplete or needs to be modified

1. Make the necessary changes and enter a note. For step by step instructions, refer to How to Modify a PO for more information on this process.

 

2. Click on the Save button.

 

3. Proceed to Next Step.

 

6. If applicable, in the PO Print- Single PO section, click on the Available Templates drop-down menu to select an alternative option.

 

 

7. In the Delivery Method section, select one of the following buttons: Print (Hard Copy), Email or Fax.

 

Note: Click on the Cancel Print button to cancel the PO Print process.

 

8. If Print is selected, click on the downloaded .pdf file (bottom left corner) to view.

 

          

 

Note: The options to Save (Download) and/or Print are available. 

 

9. Repeat steps 5 through 8 until all requisitions have been created into purchase orders. The system will then return to the Buyer's In-Basket screen.

 

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