Versions Compared

Version Old Version 19 New Version Current
Changes made by

Former user

Andres Toledo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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 createpurchase orders with the items that will be shipped. As soon as the 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, follow these steps:steps

Ui steps
sizesmall


Ui step

Go to the 

Setup

Setup > Vendors.


Ui step

User filters to "Search"

for the vendor then and  under the 

 for the vendor and under the "Actions"

 columnThe

 column, click on "Edit". 

Image Removed


Ui step

 The "Vendor Information"

window

 window will pop up, then go to the "Options"

 tab and check  

 tab and check the box "Allow creating POs", click on "Save". 

Image Removed


Info

Once the vendor has this option activated

. The vendor can start creating purchase orders. The option will appear under the Purchase Order

, 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

green button. Image Removed     

and click on the green button New PO. 

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 .


Image Added




Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "vendor-setup" , "vendors" , "edit-vendors" )
labelsvendors vendor-setup


Info
iconfalse
titleInformation

Image Added


  • 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.

Image Added



We've encountered an issue exporting this macro. Please try exporting again later.