Auto create for the PO from the PR in the status approve

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Posted on by Karim Elshafie

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Dears,

i hope everyone is doing well,

i am trying to generate a PO from the approved purchase requestion but it doesn't work.

i am trying to use the purchasing policy option.

please advise.

Regards

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Adedotun Adegbola 50 on at

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RE: Auto create for the PO from the PR in the status approve

Hi,

Navigate to Procurement and sourcing setup > Policies > Purchasing policies

Select the procurement policy and click on it to open

expand policy rule and click on purchase order creation and demand consolidation

in the dialogue box beside it click on create policy incase if there is no policy

click on manual purchase order creation

click on automatically create purchase orders

click on close and save.

then try to raise a PR and approve it to see, system will create PO automatically for you.

Please let me know if this help.

regards,

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Karim Elshafie 137 on at

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RE: Auto create for the PO from the PR in the status approve

thanks, Adedotun for your quick support,

i did the same setup that you have mentioned but unfortunately doesn't work.

the PR approved but no POs have generated.

is there any missing setup or configuration that we need to complete?

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Adedotun Adegbola 50 on at

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RE: Auto create for the PO from the PR in the status approve

Hi Karim,

Please can you check released approve purchase requisition if it is there.

or create a new PR after you have done the initial setup, then approve and see what happen thereafter. maybe this was done after the approval.

Regards,

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Karim Elshafie 137 on at

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RE: Auto create for the PO from the PR in the status approve

Hi, Adedotun

Yes, it appears there in the release approved purchase requisitions.

and i have created another PR after the setup but it didn't work

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Adedotun Adegbola 50 on at

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RE: Auto create for the PO from the PR in the status approve

Hi Karim,

Based on your feedback, initial setup on policy rule was manually create PO.

Please can you retire the policy rule and create new policy rule, check the box for automatically create PO.

Create new PR and approve it. once this is done PO will be created automatically.

This will work

Regards,

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Karim Elshafie 137 on at

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RE: Auto create for the PO from the PR in the status approve

Hi, Adedotun

i went through the same steps that you have mentioned, but unfortunately i still have the same issue.

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Karim Elshafie 137 on at

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RE: Auto create for the PO from the PR in the status approve

are there any batch that needs to be run or activate?

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