Create Purchase Order From Quotation

This page allows you to create a Purchase Order based on a Quotation document. Tell me more

Select the “Create Purchase Order From Quotation” link under the “Purchase Order” business component.

The “Create Purchase Order From Quotation” page appears.

The System displays the status of the Purchase Order in top of the screen.

Enter the following fields in the “Search Criteria” group box to select a Quotation or a set of Quotations:

From Quotation No.	A Unique identification number of the Quotation generated by the supplier is entered in this field. (Alphanumeric, 18). Based on the Quotation number entered, the Quotations created from that number onwards are listed.
To Quotation No.	A Unique identification number of the Quotation is entered. (Alphanumeric, 18). Based upon the Quotation number entered, the Quotations created up to that specified number are listed.

Type	Use the drop-down list box to select the type of the Quotation. There are three different types of quotations namely Direct, RFQ Based, and Web Based. The Direct quotations are those created directly without the intervention of other external documents like RFQ. The RFQ based quotations are based on the RFQ sent by the customer. The Web based quotations are created based on the requests posted in the portal or the web site.
From Quotation Date	The date on which the quotation was created. (Date Format). Based on the date entered in this field, the Quotations created from that date onwards are listed.
To Quotation Date	Date of creation of the Quotation. (Date Format). The end date of quotations created. Based on the date entered in this field, the Quotations created up to that date are listed.

Folder	Use the drop-down list box to select the folder name. The Folder name pertaining e to the quotations can be selected from the drop-down list.
Buyer	Use the drop-down list box to select the Buyer. The unique identification number or name of the buyers is listed in the drop down-list. a particular number or name can be selected from that list. The suppliers specify this for easy identification of the buyer among the list of buyers.
Supplier Code	The Code Identifying the supplier. (Alphanumeric, 16)
Name	Name of the Supplier. (Alphanumeric, 60).
Item Code	The Code identifying a particular item requested by the customer for consumption. (Alphanumeric, 32).

Enter the following in the “PO Details” information tab:

PO No.	A Unique identification number of the Purchase Order (Alphanumeric, 18). Mandatory.
Amendment No.	A Unique identification number of the Amendment document (Alphanumeric, 18). The Amendment document is created whenever any modifications are done to the approved document.
Numbering Series	Use the drop down list box to select the numbering type for generating the Purchase Order number. Mandatory. If the Numbering series is manual, then the Purchase Order number should be “Mandatory”. If set as any other predefined series, the system would generate the unique Purchase Order number.
PO Date	The Date on which the Purchase Order is created (Date Format). Mandatory.
Supplier Code	The Code Identifying the supplier. (Alphanumeric, 16).
Name	Name of the supplier who supplies the items requested by the buyer. (Alphanumeric, 60)
Type	Use the drop-down list box to select the type of the Purchase Order. There are different types of Purchase Orders namely General, Capital, Dropship, and Consignment.
Folder	Use the drop-down list box to select the folder name. The Folder name pertaining to the Purchase Orders can be selected from the drop-down list.
Buyer	Use the drop-down list box to select the Buyer. Mandatory. Identification number/name of the buyers are listed in the drop down-list, and a particular number/name can be selected from that list. The supplier specifies this for easy identification of the buyer.

Click the “Search” push button to perform a search based on the above given criteria..

The system displays the following fields in the multiline:

Quotation No.	A unique identification number of the Quotation generated by the supplier is listed.
Date	The date on which the the Quotation was created.
Type	The type of the Quotation whether Direct, RFQ Based, or Web Based will be displayed.
Folder	The Folder name in which all the quotation details are present.
Buyer	A unique code to identify the buyer
Supplier Code	The identification number of the supplier.
Name	Name of the Supplier.
Quotation Line No.	The identification number of line, which represents an item. The Quotation can have single or multiple items and a line number identifies those items.
Item Code	The code of the item requested by the customer.
Variant	Variant code is associated with the Item code present in the activity.
Description	Description stating the name/identifier of the variant associated with the item.
Order Qty	The Quantity ordered by the customer is displayed.
PUOM	The Unit Of Measure in which the customer wishes to purchase.
Receipt At	Use the drop-down list box to select the receiving OU of the line item.
Dropship ID	Unique ID of the Drop ship details where the items are directly delivered.
Drawing No	The number identifying the document containing the drawing reference.
Drawing Revision No	The revision number of the drawing document.

Check the Select column of the multiline.
Click the “Create PO” push button to create a Purchase Order based on the selected Quotations.

The system refreshes the page and displays the same creation page with the newly created Purchase Order along with its status.

The Status of the Purchase Order is either “Fresh” or “Draft”. If all the mandatory fields are filled in properly, then the status is “Fresh”. If some of the fields are left blank during the creation, then the status is populated as “Draft”.

To proceed, carry out the following

Select the ”Edit PO” link at the bottom of the page to update or modify the information pertained to that particular Purchase Order.

Create Purchase Order From Quotation – An Overview

In this page, you can create a Purchase Order by referring to a quotation sent by the supplier. The Quotations that are to be referred are selected based on the search criteria. The relevant quotations are listed in the multiline format along with the select option. The Customer can select a single quotation or multiple quotations by selecting them from the multiline listing. The selected quotations are assigned to the Purchase order information present in the PO Details. This is how a Purchase Order is created from a quotation. The search has various criteria specified through which the relevant Quotation can be retrieved. The Purchase Order details are furnished which would enable the supplier to know about the type of the purchase order and also the Buyer’s code or name. Purchase Orders are classified under four heads namely, General, Capital, Dropship, and Consignment. The customer needs to specify this during the creation thereby instructing the supplier about the item requested and about the receiving procedure.

The General Purchase Orders are of normal type where the buyer does not mention any terms and conditions related to the requested items or the receiving procedure. The Capital Purchase Orders are created only for Capital items, which are of great material value and importance to the buyer.. The Dropship Purchase Order can be released on a vendor to supply the items directly to a customer, which does not happen with the other types of Purchase Orders. In the case of Consignment Purchase Order, a marketing arrangement is made where only the physical control of the items is transferred from the supplier to the buyer. The liability of payment of the items does not occur until the buyer consumes the goods.