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 to transfer to the new purchase order.
6. To include vendor responses with a requisition, use the Vendor lookup in the Selected Vendor field to specify a vendor for the requisition.
7. Click OK on 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 (see Step 6), the Qty, U/M, and Net Amount display data from the vendor's quote.

   Any responses for the vendors that are selected on the Create PO from Requisitions dialog box are also copied to the Clauses tab. These display in the Terms field when you select Agreement Terms for the Clause Area option. You can also click the Select Detail button to view the details. These Agreement Terms display on the final purchase order.

8. Complete the procedure to create the purchase order.