Creating a Purchase Order from a Purchase Contract

You can create a purchase order from a purchase contract as follows:

  1. Click the Purchase Contracts tab.
  2. Select the purchase contract you want to create a purchase order from.
  3. Depending on the type of purchase order that you are creating, click New Internal Purchase Order or New Drop Ship Purchase Order. For more information, see Purchase Order Type.
  4. Complete the remaining fields as required. For more information, see Creating a Purchase Order and Purchase Order Fields.
  5. Click Save.

When you create a purchase order from a purchase contract, most of the fields are pre-populated with the values of the originating purchase contract.

  1. Click the Purchase Contracts tab.
  2. Select the purchase contract that you want to create a purchase order from.
  3. In the Purchase Orders related list, click New Purchase Order.
  4. Select the type of purchase order that you are creating. For more information, see Purchase Order Type.
  5. Click Continue.
  6. Complete the fields as required. For more information, see Creating a Purchase Order and Purchase Order Fields.
  7. Click Save.

When you create a purchase order from a purchase contract using Classic, only the value in the Purchase Contract field is pre-populated with the value of the originating purchase contract.

When creating a purchase order from a purchase contract either using Lightning Experience or Classic you must ensure that:

  • The purchase contract has a status of "Active".
  • The purchase order has the same Supplier Site value as the purchase contract.
  • The purchase order has the same Currency value as the purchase contract.
  • The purchase order date falls within the start and end date of the purchase contract.
Note:

Once the purchase order is created, you cannot change the Purchase Contract field. You must cancel the purchase order and create a new one.