Supply chain | Supply Chain Management, Commerce

POs are not getting created automatically even when RFQ is accepted

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Posted on by MA-29041525-0

Hi Experts.

I am running PR > RFQ > PO cycle. First i created PR, it went for approval, then i created RFQ from PR and run the whole process and accepted an RFQ. After acceptance, i expected PO to be auto generated for the accepted vendor but it didn't. Is there anything i am missing? It is getting created when i am directly creating RFQ from RFQ form. Is there any specific reason for it. Please let me know.

Regards
MOA

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UbaidNoor 74 on at

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POs are not getting created automatically even when RFQ is accepted

Hello MOA,

When you completed the RFQ, did you reject the other vendor?

And it will not create the PO automatically, once the PR is approved, you can go to RELEASED APPROVE REQUISITION page and release a PR to a PO.

Additionally, if you want the POs to be generated once the PR status is APPROVED, you can configure the batch job mentioned below with the recurrence of your choice. This batch job will convert the approved PRs to a PO.
MA-29041525-0 37 on at

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POs are not getting created automatically even when RFQ is accepted

Hi Sharad,

Thank you for your response.

I have tested the process the way you described.

1. Purchase policy is setup for PO auto generation.

2. I created a PR, submitted it.

3. Created RFQ. Entered Vendor responses.

4. Performed comparisons and accepted one quote.

5. Accepted quote got updated on PR line.

6. I approved the PR. PR system got approved.

But Still no sign of auto PO generation. I don't know what i am doing wrong here.

Regards

MOA
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Sharad Sajwan 2 on at

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POs are not getting created automatically even when RFQ is accepted

Hello,

When you are creating an RFQ from a PR, then the system will not generate PO upon acceptance of the RFQ. Once you accept the RFQ, the Vendor bidding details gets updated in the PR which you need to approve. After the PR is approved, the system will check for the purchasing policies setup for automatic PO generation and if it is enabled then the system will create a PO upon PR approval. Otherwise, you will have to manually create it from the "Approved Purchase Requisition" form in the procurement and sourcing module.

If you need to create a PO directly from an RFQ, then you need to create an RFQ directly with the purchase type as "Purchase order". In this case the system shall automatically create PO once the RFQ response is accepted.

Regards,

Sharad Sajwan
MA-29041525-0 37 on at

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POs are not getting created automatically even when RFQ is accepted

Thanks @ubaidNoor for your reply.

I am not able to get auto PO creation after RFQ acceptance. I don't have a requirement of creating PO from PR. I have checked the policy setup that you mentioned as well. It still not working for me. Look at the Screenshot for reference.

Regards

MOA
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UbaidNoor 74 on at

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POs are not getting created automatically even when RFQ is accepted

Hello,

Did you check the purchasing policy created under the entity you want to create the purchase order?

There is a purchasing policy for creating a purchase order form the PR.

Please mark the answer as verified if your issue is resolved.