Procurement and Sourcing: Create Workflow that make Purchase Order when Purchase Requisition is approved

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Posted on by Prashanth Shanker

Dear Friends

I want to Create the Purchase Order automatically, when the Purchase Requisition Approved by the Approver. Please guide me how I will achieve this.

Could I create the Class that crate the Purchase Order. Call this class from Workflow when Approver, Approved the Purchase Requisition ??

There is Out of the Box Workflow that will do this ?

Please help me to achieve this.

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SouravDam 11,730 on at

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Hello Prashanth Shanker,

Can you check this option in 'Purchasing policy' if this helps to create PO directly from the PR once the PR is approved?

You will get this in Procurement and sourcing > Setup > Policies > Purchasing policies. In this form; in 'Policy rule' section, you will find the option Purchase order creation and demand consolidation rule. Just select it and click on "Create policy rule".

Best regards,
Sourav Dam

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Prashanth Shanker 40 on at

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Hi

Please check the attached file. I have different screens appears, would u please guide me:

Thanks

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Prashanth Shanker 40 on at

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Also check these setup ......

Thanks

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SouravDam 11,730 on at

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Hello Prashanth Shanker,

Please click on Manual purchase order creation option as highlighted below.

Which version you are using?

You can set this Run automatic purchase order creation as a batch job check box enabled too.

Best regards,
Sourav Dam

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Prashanth Shanker 40 on at

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Hi

That is already YES Run Automatic Purchase Order.

I am using the following version:

Installed Product Version: 10.0.9 (10.0.383.10010)

Installed Platform Version: Update33 (7.0.5559.35512)

Thank

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Prashanth Shanker 40 on at

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Please check this already check Yes

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SouravDam 11,730 on at

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Hello Prashanth Shanker,

I am also using the same version.

After setting the Automatically create purchase orders check box enabled in the Purchasing policy; are you now able to create a new PO from the approved PR?

Best regards,
Sourav Dam

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Prashanth Shanker 40 on at

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Hi

Still not able to create.

The checkbox Automatically create purchase orders was already to YES, as I shared the screens with you. Are there any Rule or condition failed. How I will check the Batch Job that create Purchase Order automatically. I want check the History of that Batch Job.

Thanks

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Rahul Mohta 21,032 on at

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if PR is approved the could use job 'Release approved purchase requisitions'

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Arsalan Muhammad Am... 60 on at

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Hey Party

I am also using the same Version. According to your shared Screen Shots, Its Look like you didn't De-Activate the previous Policy Rule by entering the Expiry Date. Please follow the following Steps:

De-Activate the previous Policy Rule by entering Expiry Date

Create New Policy Rule

And Check on Automatically create purchase orders not this one Automatically create purchase orders except these Conditions.

Hope you understand steps and Check these asap.

If this make works then dont forget to Like and Click Yes

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