Use the Create Standard Purchase Orders process to autocreate a single standard purchase order from multiple requisitions. The concurrent program groups multiple requisitions (using either supplier or agreement as the grouping criteria) to create a standard purchase order. An Approved Supplier List and Sourcing Rule must be set up before this process can be used. The release method in the Approved Supplier List Attribute can be either Automatic Release or Automatic Release/Review.
To be eligible for this process, requisitions should be approved, and have an active source document (Blanket Purchase Agreement or Contract Purchase Agreement). Inventory Item-based requisitions are allowed.
Navigate to the Submit Requests window and select Create Standard Purchase Orders in the Name field.
Group Header: this parameter enables grouping of purchase orders at the order header level. Select one of the following values:
VENDOR: Requisitions with the same Supplier & Supplier Site are grouped in the same purchase order.
SRCDOC: Requisitions that are sourced to same agreement are grouped in the same purchase order.
Group Order Lines: This parameter enables grouping of purchase orders at the order line level. Select one of the following values:
Yes: Default grouping options
No: Grouping type as Requisition
Approval Status: This parameter enables purchase order creation with a status of Incomplete or Initiate Approval. Select one of the following values:
INCOMPLETE
INITIATE APPROVAL
Requisition lines are grouped using the value of the Group Order Lines parameter. If the parameter value is set to No, each requisition line is used to create a single order line. If the parameter value is Yes, lines from multiple requisitions are combined, based on the following columns, to create a single line if possible.
Item Category
Item Number
Item Revision
Item Description
UOM
Ship-To Address
Line Type
Verify the values of the following profile options:
PO: Use Need-by Date for Default Autocreate grouping.
PO: Use Ship-to Organization and Location for Default Autocreate grouping (PO: Use Ship-to for Default Autocreate grouping).
If the values of these profile options are set to Yes, the attributes are included in the requisition line grouping, and the line, schedule, distribution details are created in the purchase order.
Check the Is Automatic Approval Allowed? item attribute. If it is set to Y, the system starts the PO Approval workflow to approve the purchase order.
Note: If the requisition lines have different source documents, the source document information is updated and displayed in the purchase order lines.
Note: Group shipments are not performed using this concurrent program. Only purchase order lines are grouped and shipments are created individually based on requisitions.