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3.3. Releasing Planned P/Os to Purchasing

Following the advice provided by the Schedule module, let's now convert the planned purchase order to a purchase request (P/R). We will also convert the planned work order to a work order (W/O). To begin, follow these steps:

  1. Right-click on the planned P/O for item TBOX1.

  2. From the right-click menu, select the Release Order option.

  3. The following screen will appear:

Release Purchase Request
  1. Click the CREATE button.

  2. The purchase request has now been created—but we will process it later, when we get to the purchasing portion of the demo.