Who this guide is for Buyers and purchasing officers converting approved demand into an order.
Before you start Use an approved requisition or authorization, verified supplier, agreed prices, delivery terms, and correct receiving location.
Steps 1. Open the approved requisition or Purchase Orders area and choose the create or convert action. 2. Select the supplier and confirm order date, delivery date, currency, payment terms, shipping instructions, and receiving location. 3. Review every line for item, quantity, unit price, discount, tax, and account or cost-center coding. 4. Save the draft, complete required approval, then issue or share the purchase order with the supplier. 5. Record the supplier acknowledgement and any agreed delivery change in the order history.
Check your work The issued purchase order has the correct supplier, lines, totals, approval state, and receiving location.
When to stop and ask for help Stop if the order changes an approved quantity or price, the supplier is unverified, or terms are missing.