Create Orders

Form ID: (RQ505000)

Note:

This form is available only if the Purchase Requisitions feature is enabled on the Enable/Disable Features (CS100000) form.

You use this form to create sales orders, purchase orders, and customer quotes for requisitions. The form simplifies and streamlines the order creation process by enabling you to automatically enter all the information from requisitions into the appropriate order or customer quote. For more information about purchase requisition and request setup, see Purchase Requisitions.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Creates sales orders (or quotes) or purchase orders for the documents you have selected in the table below.
Process All	Creates sales orders (or quotes) or purchase orders for all documents listed in the table below area.

Selection Area

In the Selection area, you specify criteria to narrow the requisitions displayed in the table below. From the displayed requisitions, you can select those for which quotes, sales orders, or purchase orders should be created.


Elements	Description
Action	The process that should be applied to selected requisitions displayed in the table (if you click Process) or to all displayed requisitions (if you click Process All). You can select one of the following options: Create Orders: The system displays the requisitions for which sales or purchase orders can be created. The system can create sales orders for the requisitions for which customers have been specified and purchase orders have been created. The system can create purchase orders for the requisitions for which the bidding process has been completed (if no customers have been specified for the requisitions) and the Quoted check box has been selected (if customers have been specified for the requisitions). Create Quotes: The system displays the requisitions for which a customer quote can be created. For such requisitions, the bidding process has been completed and customers are specified.
Assigned To	A box and the Me check box, which you use in the following ways to select the employee whose requisitions you will view in the table: Select the Me check box to select the requisitions assigned to you for approval. The box will contain your user name. Clear the Me check box and select another user to view the requisitions assigned to the user. Leave the elements blank to view the requisitions of all users of the selected workgroup (if one is specified) or all workgroups visible to you (if no workgroup is specified).
Workgroup	A box and the My check box, which you use in the following ways to select the workgroup whose requisitions you will view in the table: Select the My check box to select the requisitions assigned to your workgroup. The box will contain your workgroup name. Clear the My check box and select another workgroup to view the requisitions assigned to employees in the workgroup. Leave the elements blank to view the requisitions assigned to your workgroup and workgroups lower in the hierarchy.
Display Escalated	A check box that you select to display escalated requisitions.
Description	The description of the requisition. You can type a partial description and all requests that include that word or phrase in their description will be displayed.
Priority	The priority of the requisitions you want to view. Select one of the following options: All (the default setting), Low, Normal, and High.
Creator	The creator of the requisitions that you want to display.
Vendor	The vendor assigned to the requisitions that you want to view. If the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, the list of values may be limited based on the branch to which the user is signed in. A vendor is available for selection if the Restrict Visibility To box on the Financial tab of the Vendors (AP303000) form is empty or contains this branch, the company of the branch, or a company group that contains this branch.

Table

In this table, you can view the list of requisitions that meet the criteria you've specified and select those for which you want to create quotes, sales orders, or purchase orders.

Table 1. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
View Document	Navigates to the Requisitions (RQ302000) form, which you can use to view and edit document details.

Table 2. Table Columns
Column	Description
Included	An unlabeled check box that you select to include the requisition in the processing indicated by the Action setting.
Priority	The priority of the requisition. There are three options: Low, Normal, and High.
Ref. Nbr.	The reference number of the requisition.
Date	The date the requisition was created.
Status	The status of the requisition, which can be Open or Pending Quotation. The Open status indicates that sales or purchase orders should be created for the requisition. The Pending Quotation status indicates that the customer quote should be created for the requisition.
Description	The description of the requisition.
Creator	The creator of the requisition.
Vendor	The unique identifier of the vendor.
Location	The location of the vendor. This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Vendor Ref.	The reference number that the vendor assigns to the document.
Currency	The currency in which the order will be paid.
Est. Ext. Cost	The estimated total cost of the items to be requested. This cost is calculated as the estimated unit cost multiplied by the number of items that are requested.