To convert a Purchase Order Quotation into a Purchase Order, select 'Purchase Order' from the Operations menu. All changes to the Quotation must be saved using the [Save] button before the Order can be created.

A new record is created in the Purchase Order register. It is opened in a new window entitled 'Purchase Order: Inspect'. This means that it has been created and saved and is being opened for amendment and approval. Virtually all the information entered for the Quotation is transferred to the appropriate fields of the Order, reducing the typing load and minimising the risk of error. There is no restriction on the number of Purchase Orders that can be created from a single Purchase Order Quotation record.

Please click here for a full description of the screen.

To close the screen and return to the Quotation, click the close box. You will be asked if you would like to save any changes that you may have made. The Order Number will be shown on the 'Del' card of the Quotation.

If the function does not create a Purchase Order, the probable causes are:

The Purchase Quotation has been marked as Closed.
There is no valid record in the Number Series - Purchase Orders setting. This problem will usually occur at the beginning of a new year.

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