System allows users to create Purchase Order by importing an existing transaction (e.g. Purchase Quotation or Purchase Requisition). Note that the steps for both are the same, the user just must select from the two. We can import one or multiple purchase quotations under one supplier.

Go to Purchasing (Menu) > Purchase Order (Sidebar Menu) -> Trade (Sub Menu)

Search for the Supplier by clicking on the magnifying glass next to Supplier input field and select a record.



You may enter any value to filter the search or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process. Select a record from the search results





Notice that some information (e.g. Contact Person 1, Currency, Exchange Rate and Payment Terms) from the supplier will be inherited into the purchase order.



Click Import link located at the upper right corner and select Import From (e.g. Purchase Quotation) from dropdown.





Click OK button.



The Purchase Quotation Import Search Page will be displayed with the selected supplier and currency defaulted.



User must enter the desired date range in the "Created From" and "To" fields and then click the binocular button on the right side. This action will prompt the system to initiate the search process.



After clicking the binocular button, all results are displayed below the Purchase Quotation ID search criteria.



User can select which purchase quotation transactions they want to import into the purchase order. To view the items associated with the chosen quotation, he must click on the drill down button. Upon clicking, system will display the items in that transaction, along with the quantity and purchase uom





User has the option to either import all products associated to the selected transaction by checking the box in the upper left corner or manually selecting specific items.

Importing all items:



Manually selecting specific items:



User can choose to either proceed with or cancel the importation of the purchase quotation into the purchase order. If the user wants to cancel the importation, he can click the CANCEL button located in the lower right corner.



If the user wishes to proceed, after selecting the necessary items, he can click the OK button located in the lower right corner.



After clicking the OK button, the purchase import window will close, and the products are loaded in the item product table. Notice also that the Mode of Shipment information from the purchase quotation will be inherited into the purchase order.



User may provide optional field values and then click on Save to create a new record in Draft status.