Converting Purchase Requests

In SOMAX, a purchase requested is created then is approved or denied by a higher level of management. If approved, it can then be converted into a purchase order by the purchasing department.

This article describes how to convert a purchase request into a purchase order.

For more help with purchasing, see:

• About Purchasing 
• Creating a Purchase Request
• Approving/Denying Purchase Requests

Converting an Individual Request

1. From the left sidebar, select Procurement and then Requests.
2. Check that the top left says "Approved" next to the three grey lines. If it does not, click the three grey lines and then select Approved.
3. Select the request you would like to convert. If you cannot find your request, check your settings/filters. For more help, see Filtering and Viewing Purchase Requests, Orders, and Receipts.
4. Review your request's information to double check its contents.
5. At the top right, select Action and then Convert to Purchase Order. 
6. Select Yes to confirm this action.

Converting Multiple Purchase Requests at a Time

1. From the left sidebar, select Procurement and then Requests.
2. Select the checkbox in the leftmost column of all of the requests you would like to convert. If you cannot find your requests, check your settings/filters. For more help, see Filtering and Viewing Purchase Requests, Orders, and Receipts.
3. At the top right, select Process and then Convert to Purchase Order.
4. Select Yes to confirm this action.