Convert Requested Items

You can process a purchase request by converting its requested items, either individually or all at once, into a purchase order or a request for quote.

Convert Items From a Specific Purchase Request

Here’s how you can convert the items in a specific purchase request:

• Click Purchase Requests under Procurement.
• Open the purchase request with the items you want to convert.
• Click the Create dropdown in the top right corner.
• Select Purchase Order or Request for Quote based on what you want to convert the requested items.
• Select the items you want to convert from the dropdown and click Continue.
• Create a Purchase Order or Request for Quote with the selected items.

Convert Purchase Request Items in Bulk

Here’s how you can convert purchase request items in bulk:

• Click Purchase Requests under Procurement.
• Click the View Requested Items button in the top right corner.
• Select the items that you want to convert.
• Click the Create dropdown.
• Select Purchase Order or Request for Quote based on what you want to convert the requested items.
• Create a Purchase Order or Request for Quote with the selected items.