How to Convert Purchase Requisition (PR) to Pre-Purchase Order (PPO)

Category: 

Click Requisition

Click PRs To Be Converted

Select the PR that is "PENDING CONVERT TO PRE-PO"

Click Convert to Pre-PO

After clicking on Convert To Pre-PO, there will be a notification button to notify user that PPO has been successfully converted. User can click “I Understand” or “Cancel”.

To view the Pre-PO, click View

A: General Information

Input Purchase Order Title (this is auto filled, extracted from PR Title, can be amended)

Select Approval Route from the dropdown

Approval Sequence will be auto populated when an Approval Route is selected

B: Request Terms

Input Note (if required)

C: Purchase Order Items

If required to add more items, can add either +Add Manual or +Add Catalogue

+Add Manual

Input Item Code, Item Name

Select Category from dropdown

Input Item Description

Input Model, Size, Brand (if required)

Select UOM from dropdown

Input Quantity

Select Currency from dropdown button

Input Unit Price

Select Tax Code from dropdown button

Tax Percentage will be auto populated once Tax Code is selected

+Add Catalogue

Select the items and click Add

­Input Quantity

Select Tax Code from dropdown

Tax Percentage will be auto populated once Tax Code is selected

D: Internal Conversations

Input Internal Conversation (If required) and click Send button

E: External Conversations

Input External Conversation (If required) and click Send button

Click Submit or Cancel

Submit

If clicked “Submit”, there will be a notification to inform user that PPO has been successfully saved. User can click “I Understand” or “Cancel”.

Status of the PPO will be “PENDING PRE-PO APPROVAL”

Cancel

If clicked “Cancel”, there will be a box pop up stating if user wish to cancel this order.

If click Yes, this PPO will be cancelled. There will be a notification to inform the user that this PPO has been successfully cancelled. User can click “I Understand” or“Cancel”.