Requisitions - Create and Send a Purchase Order

Procurement > Requisitions

Visual Walkthrough

• Open the relevant Requisition you want to create a Purchase Order from.

• Click on the Actions button (usually in the top-right area).

• From the dropdown menu, select Create Order.

• Navigate to the Orders page.

• Locate the Purchase Order you want to view from the list.

• Click on the specific order to open its full details.

Procurement> Orders

1. In the open Purchase Order, click Entry Complete to finalize the initial entry.

2. Then, click Fully Approve.

🔒 Approval will follow the predefined workflow, routing the PO to the necessary users for authorization.

• Once fully approved, click Send to Supplier.

• The system will dispatch the order using the configured communication method (e.g., email or portal).

Video Walkthrough