Adaco: Automatically Create and Transmit Purchase Orders

Overview

In Purchasing & Inventory, there is a feature to allow for the automatic creation of Purchase Orders from Purchase Requisitions, and then auto transmit to the Vendor using the Primary Order Transmission interface.

Auto Create and Transmit Purchase Orders

To set up Automatic Create and Transmit Orders for specific vendors:

• Go to Property > Vendor
• Select the required Vendor which Auto Create and Transmit Orders is to be applied to
• In the Vendor Options, tick the Automatically Create and Transmit Orders setting

Fig.1 - Vendor Options

• For this functionality to work for the selected Vendor, there must be an order Transmission Type set to Primary (see Fig.2) in the Vendor Interface tab

Fig.2 - Vendor Interface Tab

Once the above process has been completed, a Purchase Requisition can now be created which will be saved and goes through the approval process (if required). When the Purchase Requisition is released, one or more Purchase Orders will automatically be created and transmitted to the Vendor via the Primary Order Transmission method.

It is recommended that the Property Administration flag Split Purchase Requisition on Auto Processing is also enabled to use this functionality as outlined here:

Purchasing & Inventory - Split Purchase Requisition on Auto Processing

Please Note: If not, the Automatic Create and Transmit functionality will only work if all items in the Purchase Requisition have a Vendor, and all Vendors have both the Auto Create and Transmit option selected along with have an order transmission set to primary.