Convert purchase quote to blanket purchase order?

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Posted on by anmuriel

Can I convert purchase quote to blanket purchase order? If yes, how to do it?

Thanks for the answers

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JAngle 133 on at

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Use copy document as a work around. A conversion process would be a modification

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anmuriel 90 on at

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Hi,

When I copy document this is the window that shows:

I'm not familiar with this window.

Should I enter Document Type as Blanket Purchase Order?

And for Document No, when I click the 3 dots this is what shows:

There's nothing in here.

Thank you in advance for the response.

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MahGah 15,529 on at

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Hi

Create new blanket purchase order (or if you need PO create new PO) then Function -> Copy Document. Now here you need to decide which document you want to copy. in your case is Quote (if you need to copy PO invoice then you select invoice, etc). Select Quote then from number select the Quote you want to.

Copy document has 2 below functions

Include header will copy the exact header info (vendor, etc).

Recalculate Lines which recalculate lines based on new info (new cost , etc)

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YUN ZHU 95,681 Super User 2025 Season 2 on at

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Hi, you should select "Copy From", not "Copy To".

So you should select Document Type = Purchase Quote.

More details:

Hope this will help.

Thanks.

ZHU

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anmuriel 90 on at

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Thank you for the link. I will read on to this.

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anmuriel 90 on at

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It worked! Thank you for the instructions.

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