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Step 3: Review and Submit Converted Document

The document created from the quote (either a Requisition or PO) is now in Draft status. Review its details, complete any necessary coding, and submit it.

Steps:

  1. Review Converted Data: In the new document tab (Requisition or PO):
    • Verify all header information copied correctly from the quote (Supplier, Dates, Currency etc.). Adjust if needed.
    • Review line items (Description, Quantity, Price).
  2. Complete Coding:
    • Fill in any required header or line-level coding fields that were not present on the quote (e.g., Account Codes, Dimensions).
  3. Review Totals: Check the final document totals.
  4. Submit: Click Save and Submit.

What Happens Next?

The Requisition or Purchase Order enters the approval workflow.

  • If it's a Requisition: Once fully approved, it automatically converts into a PO in Pending status.
  • If it's a Purchase Order: Once fully approved, it moves to Pending status.

Next Step: Place the Approved Purchase Order

Related How-To Guides:

title: Step 3 - Review & Submit Converted Document description: Review the newly created Requisition or Purchase Order, complete coding, and submit it for approval. slug: /product-guide/purchasing-officer/convert-quote-place-order/step-3-review-submit-converted sidebar_label: 3. Review & Submit Converted​

Step 3: Review and Submit Converted Document

The document created from the quote (either a Requisition or PO) is now in Draft status. Review its details, complete any necessary coding, and submit it.

Steps:

  1. Review Converted Data: In the new document tab (Requisition or PO):
    • Verify all header information copied correctly from the quote (Supplier, Dates, Currency etc.). Adjust if needed.
    • Review line items (Description, Quantity, Price).
  2. Complete Coding:
    • Fill in any required header or line-level coding fields that were not present on the quote (e.g., Account Codes, Dimensions).
  3. Review Totals: Check the final document totals.
  4. Submit: Click Save and Submit.

What Happens Next?

The Requisition or Purchase Order enters the approval workflow.

  • If it's a Requisition: Once fully approved, it automatically converts into a PO in Pending status.
  • If it's a Purchase Order: Once fully approved, it moves to Pending status.

Next Step: Place the Approved Purchase Order

Related How-To Guides: