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Andres Toledo

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Overview


Excerpt

In some scenarios, a company may want to allow certain vendors to enter purchase orders on their behalf in order to optimize their procurement users time.

In order to do this, vendors will create Purchase Orders purchase orders with the items that will be shipped. As soon as the PO is purchase order is created, the system will automatically approve it, so the vendor can view the products under the "Confirm POs" page and follow the regular procedure for confirming PO'sconfirm it.


Instructions

In order to enable the "Purchase Order creation" for vendors. The below must be followed:, follow these steps

Ui steps
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Ui step

Go to the 

Setup>Go

Setup > Vendors.

  • Select the "Vendor" and click on "edit" under the "Actions" column.
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    • Ui step

    User filters to "Search" for the vendor and under the "Actions" column, click on "Edit". 


    Ui step

     The "Vendor Information" window will pop up, then go to the "Options"

     tab and check

     tab and check the box "Allow

    create

    creating POs", click on "Save". 

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    Info

    Once the vendor has this option activated

    . The vendor can start creating Purchase Orders. The option will appear under the Purchase Order>Purchase Order Summary

    , they will be able to create purchase orders.



    Ui step

    To create a purchase order, go to Purchase Order > Purchase Order Summary > Create New Order and click on the green button New PO.

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    Info

    Once the PO is created and its Status is Confirmed, the vendor will be able to add the PO to an AWB (or automatically added to a temporary AWB).

    • For more information regarding temporary AWBs, please read .


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    • When the created PO by a vendor is automatically added to an AWB, a color icon will appear in the PO reconciliation screen informing that the PO was created by a vendor.

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