Hello! We are just starting to use the Purchase Request / Requisition functionality and we wanted to automate the conversion of Requests → Requisitions.
We are going to primarily use this functionality for three types of purchases:
- General Purchases: Non-SO related goods that can be used anywhere (can be multi-vendor)
- Quoted Purchases: Quoted goods that are specific to a SO and must be ordered by the quote.
- By Description Purchases: Typical PPE, Office Supplies, Software, etc.
However, I am getting stuck when trying to create automation schedules for these goods. I am having trouble building an automation schedule that creates requisitions by the specific vendor (for general purchases) and another automation schedule that creates requisitions by the specific quote (for quoted purchases).
The two issues are, firstly, when I run an automation schedule for General Purchase requests, I find that regardless of the vendor, all processed lines get combined into one big requisition. The second is that I am having a hard time figuring out how to generate requisitions by quote for Quoted Purchases.
If anyone has any tips or tricks please let me know! Thank you!
