Procurement and purchase orders

nkarunakar13092
Tera Contributor

We are setting up a procurement process for laptops and peripherals. Our goal is to create an order guide that, upon submission, generates one purchase order (PO) for each request and creates individual purchase order lines (POLs) for each item requested. We would like to know how to accomplish this using Flow Designer. Could you provide guidance on how to achieve this?

1 ACCEPTED SOLUTION

Avik2
Giga Guru

Hi,

 

Assuming you have the OOB sourcing and procurement plugin for installed you should be having OOB record producer ‘I need to Submit a Quote’ which takes the entire request and creates Purchase Requisition (PR) Record and the products selected are mapped to Purchase Lines (PRLs) which gets associated to the PR. 
Post approval of PR we can create a purchase order from PR and that should be containing all the header details in the PO record and the Individual product purchase details in the POLs associated to the PO. 
It is recommended to use this OOB flow for creation of PO.

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1 REPLY 1

Avik2
Giga Guru

Hi,

 

Assuming you have the OOB sourcing and procurement plugin for installed you should be having OOB record producer ‘I need to Submit a Quote’ which takes the entire request and creates Purchase Requisition (PR) Record and the products selected are mapped to Purchase Lines (PRLs) which gets associated to the PR. 
Post approval of PR we can create a purchase order from PR and that should be containing all the header details in the PO record and the Individual product purchase details in the POLs associated to the PO. 
It is recommended to use this OOB flow for creation of PO.