Creating a Purchase Order from a Purchase Agreement

You can create a purchase order from a purchase agreement as follows:

  1. Click the Purchase Agreements tab.
  2. Select the purchase agreement you want to create a purchase order from.
  3. Depending on the type of purchase order that you are creating, click New Internal Purchase Order or New Drop Ship Purchase Order. For more information, see Purchase Order Type.
  4. Complete the remaining fields as required. For more information, see Creating a Purchase Order and Purchase Order Fields.
  5. Click Save.

When you create a purchase order from a purchase agreement, most of the fields are pre-populated with the values of the originating purchase agreement.

  1. Click the Purchase Agreements tab.
  2. Select the purchase agreement that you want to create a purchase order from.
  3. In the Purchase Orders related list, click New Purchase Order.
  4. Select the type of purchase order that you are creating. For more information, see Purchase Order Type.
  5. Click Continue.
  6. Complete the fields as required. For more information, see Creating a Purchase Order and Purchase Order Fields.
  7. Click Save.

When you create a purchase order from a purchase agreement using Classic, only the value in the Purchase Agreement field is pre-populated with the value of the originating purchase agreement.

When creating a purchase order from a purchase agreement either using Lightning Experience or Classic you must ensure that:

  • The purchase agreement has a status of "Active".
  • The purchase order has the same Supplier Site value as the purchase agreement.
  • The purchase order has the same Currency value as the purchase agreement.
  • The purchase order date falls within the start and end date of the purchase agreement.
Note:

Once the purchase order is created, you cannot change the Purchase Agreement field. You must cancel the purchase order and create a new one.