Placing a purchase order based on a quotation

Now that you have completed the evaluation using the price comparison list, you would like to place a purchase order based on a quotation.

For this purpose, please open the quotations of the relevant request. The button for placing a purchase order is located on the right side of the list of quotations.

Button for placing place a purchase order

By clicking on the "Create order" button, a dialog box opens in which you can complete the order.

Part1: Top of the dialog box

In the header data, you enter the SAP-relevant information so that the purchase order can be created in SAP. All fields shown are mandatory.

Leave or uncheck the box next to "Set the request to the status "Completed" for a corresponding closure or leave open for further orders in the future.

Dialog box for placing orders: Header data

Part 2: Middle Area of the dialog box

All attachments that you have uploaded and published in the "Header data" tab of the request are listed in the "Attachments" section. This also applies to equipment that the supplier has added to its quotation. In addition, you can optionally add additional attachments at this point. All attachments are transferred to SAP with the purchase order creation and archived for purchase orders.

Dialog box for placing orders: managing attachments / upload additional attachments

Part3: Bottom of the dialog box

Before the order is placed, the item list can be revised.

Dialog box for placing orders: managing the item list

Here you can adjust the order quantity and/or remove items with the garbage can button.

With a mouse click on the "Order" button, the order is transferred to the SAP system and created.

The purchase order is created in SAP and an order number is reported and displayed. You can find it in your SAP system for further processing.

The purchase order number is now displayed next to the quotation in the quotations overview: