Create purchase order exception from Universal Request

Operational buyers can convert universal requests into purchase order exceptions during triage, cutting down on manual effort and ensuring that purchase order related issues are tracked and resolved more efficiently.

Before you begin

Role required: Operational buyer

• You must have the following plugin installed: Universal Request for Source-to-Pay Operations Plugin [sn_fsc_ur_common].
• You must enable the Universal Request functionality.
• You must maintain users in the Purchase Order Management Universal Request Group associated with the universal request service set.

Procedure

1. Navigate to All > Source-to-Pay workspace.
2. Select the list icon.
3. Navigate to Universal request > All.
4. Select a Universal Request.
5. Select Create purchase order exception.
6. In the Create New Purchase Order Exception form, fill in the details.
   For a description of the field values, see Create new purchase order exception form.

   The universal request number from which the purchase order exception is created appears in the Universal Request field on the purchase order exception form.

7. Select Save.

Result

A purchase order exception record is created, which links to the original universal request.

Related concepts

• Reporting delivery plan issues
• Resolving purchase order exceptions