Go to the Purchase Requisition Inquiry window (Purchasing > Inquiry > Purchase Requisition Inquiry). There you can filter your inquiry list by Vendor ID, Requisitions Number, Requisition Date, etc. Determine your filter selection, check “Submitted” and then click “Redisplay” so you the list of requisitions that fall within your criteria. Once you have your list, click on the “Purchase” icon located on your toolbar.
This will take you to the Purchase Order Preview Window where you confirm all information (Vendor, PO, Item, and Requisition information) before converting any requisitions into a PO.
When all the information is confirmed and valid, select the requisitions you would like to convert and click “Generate”. You will be prompted to print the Purchase Orders Generation Register. This report will contain the new PO number for those requisitions.
This article was written by Shannon Hernandez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics GP provider serving CA, AZ, UT, CO and surrounding regions.