Previous	Next		Contents	Index	Navigation	Glossary	Library

Attention: If the PO: Warn RFQ Required before AutoCreate profile option is set to Yes, and one or more of the requisition lines selected for autocreation requires an RFQ and has not been placed on an RFQ, you will be given a warning message and can cancel the autocreate. See: Profile Options in Purchasing

   To enter information in the Add To Document window:

1. The Add To Document modal window appears when you have chosen the Add To action and selected either the Manual or the Automatic creation mode button in the AutoCreate Documents window.

2. Select the Document Number. For blanket releases, you must also enter the Release Number.

You can select Cancel to close the modal window.

3. Select OK to go to the next step.

If you are in Automatic creation mode, this completes all required steps. Purchasing autocreates the document and displays the document entry window appropriate for the selected criteria if the PO: Display the AutoCreated Document profile option is set to Yes. See: Profile Options in Purchasing.

If you are in Manual creation mode, you go to the Document Builder. See: Using the Document Builder.

   To enter information in the New Document Number window:

1. The New Document Number window appears when you have chosen the Create New action and selected the Manual creation mode button in the AutoCreate Documents window. This short version of the New Document window requires only that you enter the Document Number. Later, after you have entered information in the Document Builder, the New Document window will appear. See: Using the Document Builder.

   To enter information in the New Document window:

1. The New Document window appears after you have selected the Create button in the Document Builder when you are creating a new document in Manual creation mode and in all cases when you are creating a new document in Automatic creation mode.

2. Enter the Document Number. If automatic document numbering is enabled for the document type, this field is not enterable. See: Defining Numbering Options.

For RFQs, you must enter the RFQ Type, and you can enter the Supplier List Name.

For releases, you must enter the Release and the Release Date

3. For standard and planned purchase orders, you can enter the Supplier and Supplier Site. This is filled in for releases.

4. Enter the Currency Source:

Default - The currency is defaulted from the supplier site (if foreign currency), the supplier (if foreign currency), or the functional currency.

First Requisition Line - The currency from the first requisition line is used.

Specify - If you select a Requisition and Requisition Line, the currency from that line is autoselected; however, you can override this currency.

The Rate and Rate Date are enterable only when the Rate Type is User. A rate type of EMU Fixed means that if either your base currency (functional currency, defined in your set of books) or your foreign currency (transaction currency in a document entry window) is Euro and the other is another European currency, Purchasing automatically enters a conversion Rate Date and Rate for you that you cannot change.

You can select Cancel to close the modal window.

5. Select Create to complete autocreation of the document. If the PO: Display the AutoCreated Document profile option is set to Yes, Purchasing displays the document entry window appropriate for the selected criteria. See: Profile Options in Purchasing.