Creating Orders

The Create Purchase Orders form allows you to create purchase orders for suppliers from the Schedule Plan form. Purchase orders are generated from schedule lines, according to the criteria selected on the form.

Below, see a use case for the feature.

Case summary The person responsible wants to create a purchase order for suppliers. They will do so as follows: Opening the Create Order form Configuring the Criteria Log and Reports

1. Opening the Create Order form

The person responsible opens the Schedule Plan and accesses the Create Purchase Order form through the  (Create Order) button.

HINT This form can also be opened by clicking the  (Wizards) button and selecting Create Orders from the drop-down menu, or by using the  Ctrl+2 keyboard shortcut.

A new window opens, where the person responsible fills in the necessary criteria for creating a purchase order for suppliers.

2. Configuring the Criteria 

In this section, the person responsible can refresh or create purchase orders and select the default supplier and document type.

In this case, the person responsible selects:

• Item Types-All
• Default Document Type: 0200
• Date: from 01.11 to 13.11

When the orders appear in the lower part of the window, the person responsible selects them, and then clicks the  (Create) button.

A notification appears: Do you really want to create purchase orders for the plan, with the selected criteria? The person responsible clicks Yes.

3. Log and Reports

After the person responsible creates the purchase order, the log with all the data about the created purchase order is displayed.

By clicking the  (Reports) button and Report in the log form toolbar, the person responsible can generate a 4A0 – Log report with all the data from the log.