Once Requisition has been approved it can be turned into a purchase order from the Requisition PO Entry screen.
Generating a PO can be limited to only specific users designated as Purchasing agents in the Directline System Defaults screen. If that option is not chosen, then anyone can generate the PO as long as the requisition status is “APPROVED” and it is on your desk.
A requisition will switch to “APPROVED” status only when it has been approved by a user whose approval limit is higher than the total cost of the requisition.
Generate the PO
On the Requisition PO Entry screen with an Approved Requisition displayed, click the Generate Purchase Order button in the Toolbar:
A window displaying the new Purchase Order number will be displayed:
This Purchase order number is a sequential counter set in the Directline System Defaults but it can be changed in this window as well.
Hit OK and the PO is generated.
Note: Once the PO has been generated the Requisition becomes read only and can no longer be modified. The requisition will stay unchanged in PO status until the PO is closed, at which time the Requisition will also be closed. Any changes that need to be made to the purchase will be done using a Change Order.