Convert Proposal to Purchase Order (EQ37) Previous Top Next
Convert Proposal to Purchase Order (EQ37)
FunctionFacility to Convert a given Proposal to purchase Order.
  
How To UseSelect the Proposal Reference to be converted to PO.Select the Supplier from the selection list.New PO number is generated using the Auto Numbering. Enter the details like the Supplier,Store etc and also the Terms,Delivery and Freight Forwarder details and click Ok to Save Changes.
  
FilterSelection Criteria
Specify the selection criteria and click Ok to continue or Cancel to View all Proposals.
  
Query ScreenView Proposals
Select the Proposal for which the PO is to be Raised from the list of displayed Proposals and click Select.
 View Suppliers
Select the Supplier for which the Order is to be raised from the displayed list and click Select.Suppliers for the selected Proposal are only displayed.Items for the Given Party can be viewed using Items.
  
Add OrderAuto Number Form
Select the Doc Type and click Next.
 Add Order Panel
A new PO number is generated.Enter the details for the Order panel like the Due date,reference,Supplier details,Store etc...Click Ok to save changes or Cancel to discard changes.
  
TermsAdd Terms
Enter the Terms Details like the Enquiry based,enquiry No,Payment terms,Delivery Terms,etc... and click
  
DeliveryAdd Delivery Details
Enter the Delivery details like the destination Code,Address of the destination etc and Click
  
Frt.FwdAdd Freight Forwarder details
Select the Forwarder code and modify the Name and address if needed and enter the relevant details. Click to continue.
  
Pre-requisitesProposal has to be approved after determining the value and submitting for Approval
  
Notes