Use the Special Purchase Requisitions screen to place purchase orders that have been requested by order writers via sales orders.
You can also use this screen to complete returns to the vendor.
Complete a special purchase order request
- Go to Purchasing > Special Purchase Requisitions.
- In the top portion of the screen, choose your criteria for reviewing special requests from which you want to create a purchase order.
- Choose the Branch for which you are creating the special purchase request.
- If applicable, select the check boxes beside each buyer name in the Buyers list.
- From the P/O Type list, choose Standard P/O Request.
- Choose how the results will be sorted: In the Sort By list select either Vendor or Buy Line.
- Click Search.
- The bottom portion of the screen displays a list of all special requests made through sales orders. For more information on the sales order or customer, click the links.
- Select the check boxes beside those items you want to purchase, and then click Purchase.
- To view the inventory in each warehouse for any selected product, click the Inventory button.
- If the product does not have a primary vendor assigned, then when the vendor prompt appears, choose the vendor from whom you want to purchase the product, and then click OK.
- Choose a purchase order to add the products to.
- To add this product to an existing open purchase order with the vendor, click Search, and then click to Purchase Order #.
. - Otherwise click New.
- To add this product to an existing open purchase order with the vendor, click Search, and then click to Purchase Order #.
- When the Purchase Order Entry screen appears, click Save to finalize the order.
Complete a vendor return by special request
- Follow the steps 1 and 2 above for creating a purchase special request, but it step 2c, under P/O type, choose Vendor Return.
- All products flagged to be returned to a vendor appear.
- Complete steps 3-8 above to create a negative purchase order to return the products to the vendor;