All the purchase requests that you have saved are held under the Convert Requests option within the Purchasing module.
You can convert individual or several requests to orders at the same time. This articles takes you through individual and multiple conversions.
The Convert Requests screen is identical to our enquiry screens and for more information on the functionality please refer to our Outstanding Purchase Orders article.
For more information on how to enter a purchase request, please refer to our Enter a purchase request article.
Converting a single purchase request to a purchase order:
Click Purchasing then Transactions then click Convert Requests.
Note: All purchase requests are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.Select the checkbox in front of the purchase request you wish to convert to a purchase order.
Note: The Action Panel opens automatically from the right-hand side of the screen.Select the Convert card and click Continue on the Confirm Conversion popup.
You will receive a confirmation message letting you know that the estimate has now been converted to an order. You can find the estimate in the Outstanding Orders Enquiry.
Converting multiple purchase request to a purchase order:
Click Purchasing then Transactions then click Convert Requests.
Note: All purchase requests are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.Select the checkboxes in front of the purchase requests you wish to convert to a purchase orders.
Note: The Action Panel opens automatically from the right-hand side of the screen.Select the Convert card and click Continue on the Confirm Conversion popup.
You will receive a confirmation message letting you know that the estimates have now been converted to orders. You can find the orders in the Outstanding Orders Enquiry.
Delete a single purchase request:
Click Purchasing then Transactions then click Convert Requests.
Note: All purchase requests are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.Select the checkboxes in front of the purchase requests you wish to convert to a purchase orders.
Note: The Action Panel opens automatically from the right-hand side of the screen.Select the Delete card and click Continue on the Confirm Deletion popup.
You will receive a confirmation message letting you know that the estimate has now been deleted.
Delete multiple purchase requests:
Click Purchasing then Transactions then click Convert Requests.
Note: All purchase requests are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.Select the checkboxes in front of the purchase requests you wish to delete.
Note: The Action Panel opens automatically from the right-hand side of the screen.Select the Delete card and click Continue on the Confirm Deletion popup.
You will receive a confirmation message letting you know that the estimates have now been deleted.