Use this task to convert a selected supplier offer into a purchase order. Purchasing officers perform this action after receiving and evaluating supplier offers and selecting the preferred pricing and terms. The ProcurementOffer must be at Supplier Offer Evaluation before you create the purchase order.
This action moves the procurement process from supplier offer evaluation to Purchase Order Creation, where the selected offer becomes the basis for the next procurement activity.
Before you start
Ensure that the ProcurementOffer is at Supplier Offer Evaluation.
Ensure that you have selected the supplier offer that will be used for the purchase order.
You must have the procurement.order.create permission.
Ensure that the offer contains at least one item.
Note: A procurement record progresses through Offer, Order, and Delivered. This task creates the purchase order from the selected offer; it does not complete delivery.
Steps
Open the ProcurementOffer that you have evaluated and selected for purchasing.
BuyoutsBuyouts — Sales › Pricing Quotation
Review the supplier offer information, including the package number, sales job number, purchaser, offer type, bid due date, and supplier details, to confirm that you are converting the intended offer.
Confirm that the ProcurementOffer is at Supplier Offer Evaluation and that the selected offer is ready to be converted.
Select Create PO.
Procurement recordProcurement record
Continue in Purchase Order Creation to create the purchase order from the selected supplier offer.
Warning: Create the purchase order only for the supplier offer selected during the evaluation. The conversion begins the procurement Order process.
Tips & cautions
Tip: Use the All view to locate supplier offer records and review their offer-related details before starting the conversion.
Note: An offer must contain at least one item before it can be used in the procurement process.
Warning: A procurement Order with binding invoices cannot be reverted.
Troubleshooting
The Create PO action is unavailable → Your account may not have the required purchasing permission → Obtain the procurement.order.create permission.
The offer cannot be converted → The ProcurementOffer is not at Supplier Offer Evaluation → Complete supplier offer evaluation before selecting Create PO.
The purchase order cannot be created from the offer → The offer has no items → Add at least one item to the offer before converting it.
You need to return an Order to an earlier process stage → The Order may have binding invoices → Resolve the binding invoice condition before attempting any reversal.
Result
The selected ProcurementOffer moves from Supplier Offer Evaluation to Purchase Order Creation.
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