Heres a how-to document on how to auto-create POs by using the buy report!

  • First thing here is to go into your MRP Buy Report via Purchasing » MRP » MRP - Buy
    • NOTE: this function is only available for MRP lines with a need to buy action type.
  • Once there, hit the blue Auto Create PQuotes button.
  • This populates options to generate PQuotes that are grouped by both the vendor and warehouse location.
  • The PQuotes grouped by vendor and location are recommended for creation.
  • Clicking the Create PQuote button we recommend causes the system to automatically generate PQuotes specified for that vendor, and for that location.
    • NOTE: if you have need buy signals for two different locations, two different PQuotes will be generated for that vendor.
  • Once the PQuotes have been generated, click the hyperlink for the auto created PQuotes, and convert them to a PO once approved.
  • You can do this for each recommended PQuote to generate, reducing time required creating PQuotes manually.
  • You can also click Create All Suggested PQuotes to create all the PQuotes at once.
  • This feature can help your purchasing team lump parts together by vendor and location into PQuotes that can be automatically created via this feature in the buy report!

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