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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Purchase Orders for Procurement

Steps: Set Up Purchase Orders for Procurement

  • Set up requisitions for procurement.
  • Configure the company and tenant options for purchase orders.
You can set up purchase orders for procurement. Create purchase order types to source from matching requisition types. Also, define security permissions and the business processes for purchase orders.
  1. Create purchase order types that match your requisition types.
  3. Configure these domains in the Procurement functional area:
    • Process: Purchase Order
    • Process: Purchase Order - Cancel
    • Process: Purchase Order - Close
    • Process: Purchase Order - Close for Receiving
    • Process: Purchase Order - Create/Edit
    • Process: Purchase Order - Issue
    • Process: Purchase Order - Mass Action
    • Process: Supplier Contract - Purchase Order
    • Process: Purchase Order - Reporting
    • Self-Service: Purchase Order
    • View: Organization Purchase Order
Set up a schedule to automatically issue purchase orders.