Adding requisition line items to an existing purchase order - HxGN EAM - 12.0.1 - Help - Hexagon

Add requisition line items to an existing purchase order to quickly move the requisition to the purchasing module. Requisition lines must be approved before they can be added to purchase orders.

If the installation parameter POCURR is set to NO, all requisition lines must reference the same currency before a purchase order is generated.

1. Select Purchasing > Process > Generate POs.

2. Specify this information:

   Organization - Specify the organization to which the requisition belongs if you use multi-organization security.

   Supplier - Specify the supplier for which purchase orders should be created.

   Store, Buyer, Requested By, Requisition - Specify the store, buyer, originator, and/or requisition for which to create the purchase order.

   To generate purchase orders for all stores, buyers, originators, and/or requisitions that begin within a specific letter, enter the letter followed by a percentage sign,. For example, if you want to generate purchase orders for all of your Houston stores, you enter ‘H%’ in Store.

   Add to Existing PO - Select to add the requisition lines to an existing purchase order.

   You may also select Create PO.

   Existing PO - Specify the PO number of the PO for which to add requisition lines.

   Print PO - Select to print a new purchase order from the requisition lines.

3. Click Process to retrieve the requisition lines.

4. Select the requisition lines to associate with the PO. The system automatically selects all of the requisition lines for which a supplier is specified. You may remove individual lines from the list by clearing the line. Unselected lines remain outstanding, and you can assign them to a future purchase order.

   To select all the lines at once, check Select. To clear all the lines at once, clear the Select check box.

5. If a supplier is not specified for a part, select a supplier for the part. Press F9 to display the supplier lookup. The system automatically populates Supplier Org.

   If the part does not currently exist in the supplier’s catalog, the system creates a record for the part in the supplier’s catalog.

   For parts that are included in a supplier’s catalog but do not have a Gross Price for purchases or Repair Price for repairs recorded in the supplier catalog, the system updates or inserts the Gross Price or Repair Price for the part in the supplier catalog when the purchase order line is generated.

6. Click Generate.

   Depending on your system configuration, the system requires an electronic signature to authorize status initiations for purchase orders. The system displays the eSignature pop-up window when assigning a status for the purchase order.