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This text refers to program version 5.3  

Operations Menu - Create Purchase Order

To convert a Purchase Order Quotation into a Purchase Order, select 'Create Purchase Order' from the Operations menu. You must save all changes to the Quotation using the [Save] button before you can create the Order.

A new record will be created in the Purchase Order register and 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 will be 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 you can create 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 'Terms' card of the Quotation.

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

1. The Purchase Quotation has been marked as Closed.
   

2. 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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