Convert Requisitions to Purchase Order

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Posted on by Bill Campbell

This is getting to be a theme with me - but I am sure I am missing a very simple step and I can not find it.

I have in a separate TEST environment, rolled out GP2015 with Web Client and have implemented Workflow for Purchase Requistions. We have made the Workflow work, we get external emails and have them Approve without going into the GP Application.

I have reviewed a number of You-Tube videos on the process, but something is missing. After we do the final approval for a Requisition and I am logged in as the user that created the Requistion, when we attempt to 'convert the requisition to a Purchase Order' the option ( under the action button )

The following are screen shots of the Workflow History.

Note that even after the document has been approved - both as Task and as Final Approval, the status on the Requisition - as shown in above - remains STATUS - Submitted

If anyone has any suggestion as to what I have missed, please comment as soon as possible.

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Pete72 540 on at

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RE: Convert Requisitions to Purchase Order

Thanks so much. I knew it was something simple.
Community Member on at

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RE: Convert Requisitions to Purchase Order

Click the Requisitions button on the bottom of the Purchase Order Processing Setup window. In the Requisition Setup window you can select who sees only their PO Reqs versus the entire company.
Pete72 540 on at

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RE: Convert Requisitions to Purchase Order

Regarding the function of generating a PO from a final approved or completed Requisition, I'm hoping someone can point me in the right direction.

We are testing workflow with Requisitions and after all the approvals are completed, the only user that sees the completed requisition in a purchase requisition list is the original user who submitted the requisition.

I have power user role and I am assigned as a workflow manager and I was also the last user to approve the requisition.

We want to assign the responsibility of generating the PO from the completed req to a few specific individuals and I'm not sure how this is assigned or achieved.

Thanks.
Community Member on at

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RE: Convert Requisitions to Purchase Order

Well late may be preferable to never. Two years after the fact, I got the same issue in GP 2016 (R2). After a day or two of experimenting, I discovered (plausibly), that the Purchase option is only available on the actions menu of the Purchase Requisition Entry window when you have Sales Order Processing checkmarked as selected Modules scrolling grid of the Registration window.
Q Factor 107 on at

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RE: Convert Requisitions to Purchase Order

Thank you so much for posting this! I walked through all of your steps today and you saved me a lot of time troubleshooting!
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RE: Convert Requisitions to Purchase Order

Hi Bill,

Thank you for posting the resolution and the reference to Mark's post. A very simple solution to a very frustrating problem. We came upon this error today.

Have you been able to get the Web Services side to work with the Approve/Reject/Delegate buttons from an Outlook email? I am trying to setup the requisitions, using Web Client and Web services, in GP 2015 R2. Even with some help from Microsoft support we are still struggling.

Thanks again
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RE: Convert Requisitions to Purchase Order

thanks for this valuable article, yes you should give the access to purchase orders preview under sales order processing windows.

Regards,

Samar
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Bill Campbell 12 on at

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RE: Convert Requisitions to Purchase Order

The security point that is missing is the sales its purchase order

The user must have access to the sales orders as it appears that the ability to create a Purchase order your user to have the access for Sales

Hope this helps.
Sidharth 55 on at

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RE: Convert Requisitions to Purchase Order

Hi..

I ran into a similar situation

I raised a PR and is it is fully approved (Workflow_Status = 6 in POP10200), but when i click on the action button i do not see the Purchase Button.

I logged in as sa and the button was there, i gave the user poweruser right the button is there but once i remove the poweruser rights the button disappears.

Can someone help me with the user right which I might be missing for this thing to work completely (this particular thing is stopping me from going live)

Regards

Sid
Beat Bucher GP Gee... 28,058 Moderator on at

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RE: Convert Requisitions to Purchase Order

Hi Bill,

Thanks for posting the solution... though it is very silly and nobody would have thought about activating the SOP module which has nothing to do with POP... but only the gods in the blue sky will know why this has been programmed like this :-).