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Step 1 - Go to Requisition Worksheet
Step 2 - Select Special Order, Get Sales Orders action
Step 3 - Enter filter options for get line from sales order
i. Select “Retrieve dimensions from” “Retrieve dimensions from” = Sales Line
*System will save the selected option until user change.
ii. Select Location in if you want to handle the material purchase for specific project only.
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- Click New to add line in Item Vendor Catalog to select vendor for the material.
- Select Vendor no.
- Note: vendor must exist in Vendor Card
Step 4 - Carry pout Action Message for Create PO
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ii. Select Process, then Carry Out Action Message action
1.3 Purchase Order
i. Ener Project Code in PO Header.
ii. Make sure Location code is recorded in Order Line
iii. Update unit cost on the order line. Please note, system will default last Direct Unit Cost to the order line and it may not the purchase price for the order.
iv. Enter Expected Receipt Data if needs
IMPORTANT:
System will not carry the extend text line from SO to PO, user must check and enter the specification for the item in PO.
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