Create a Purchase Order from a Requisition

If your firm uses requisitions, you can create a purchase order from one or more requisitions. If you recorded a vendor's response to the requisition in Vision and select the vendor for an item, the new purchase order's Items grid displays data from the vendor's quoted quantity, price for that item, and associated files.

To create a standard purchase order from one or more requisitions, complete the following steps:

1. From the Vision Navigation menu, click Purchasing > Purchase Orders.
2. Click New and select Create PO from Requisitions.
3. On the Create PO From Requisitions dialog box, select a vendor and specify a cutoff date.
4. Click Search P. R.

   Vision displays a list of requisitions that match any criteria you specify.

5. Select the requisitions from which to create a purchase order.
6. On the Purchase Requisition dialog box, select items to transfer to the new purchase order and click OK.
7. Click OK in the Create P.O. From Requisitions dialog box.

   The Line Items tab of the Purchase Orders form lists the items that you selected.

   If you recorded a vendor's response to the requisition and selected the vendor for the item, the Qty, U/M, and Net Amount display data from the vendor's quote.

8. Complete the procedure to create the purchase order.