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xTuple for Service Businesses Demo Guide

  
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4.1. Converting P/Rs to P/Os
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4.1. Converting P/Rs to P/Os

To convert a purchase request to a purchase order, follow these steps:

  1. Go to Purchase > Purchase Requests > by Planner Code.

  2. Click the QUERY button to get the results shown below:

Purchase Requests by Planner Code

  1. Right-click on the purchase request.

  2. Note the status of the P/R is O for "open."

One of your choices from the right-click menu on the Purchase Requests by Planner Code screen includes Running Availability. If you look at the Running Availability display, you will note that we are indeed 100 short on item TBOX1.

  1. From the right-click menu, select the Release P/R option.

  2. The following screen will appear:

Item Sources displayed during release purchase request process

  1. On the Items Sources screen, select the first vendor on the list.

  2. Notice under the Ranking column that this vendor is ranked #1.

  3. Then click on the SELECT button.

  4. You will be brought directly to the following Purchase Order Item entry screen:

Purchase Order Item

As you can see in the screenshot, all the necessary information has been transferred from the purchase request to the Purchase Order Item screen.

  1. Notice the P/O number.

  2. Click the SAVE button.

  3. The following screen will appear:

Purchase Order Header

Just as we saw at the P/O line item level, we see also that all the necessary information has been transferred to the Purchase Order header: vendor information, purchasing agent, date, etc.

  1. Click the SAVE button.

  2. Click the CLOSE button.

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4. Purchase Orders Home 4.2. Posting Purchase Orders