Creating Purchase Order Lines for a Purchase Order Associated with a Purchase Agreement

To create purchase order lines for a purchase order associated with a purchase agreement:

  1. On the purchase order record page, click Add Lines from Agreement.
  2. In the Add Lines from Purchase Agreement window that opens, select the checkboxes of the purchase agreement lines that you want to add as purchase order lines. Only active purchase agreement lines are displayed.
  3. Click Save.

When you create purchase order lines using the Add Lines from Agreement action, most fields are pre-populated with the values from the originating purchase agreement lines. A purchase order line is created for each of the selected purchase agreement lines.

  1. On the purchase order record page, click New in the Purchase Order Line Items related list.
  2. Select the type of purchase order line that you want to create. See Purchase Order Line Types.
    Note: The type that you select must match the type of the purchase agreement line that you select in step 9.
  3. Click Next.
  4. Specify the goods or services that you want to purchase. Depending on the selected line type, one of the following fields will be displayed: Item Being Procured, Category, or Description. For information on considerations for creating category purchase order lines, see Considerations for Creating Category Purchase Order Lines.
  5. In the Quantity field, enter the quantity of the goods or services that you want to purchase.
  6. In the Unit Cost field, enter the cost of one unit of the goods of services that you are purchasing.
  7. In the Purchase Agreement Line field, select the purchase agreement line that you want to associate with the purchase order line.
  8. [Optional] Complete the remaining fields. For more information, see Purchase Order Fields.
  9. Click Save.
  10. Repeat these steps until you have created the required purchase order lines.

When creating the purchase order line using Classic, you must ensure that:

  • The purchase order that you are creating the line for is already associated with a purchase agreement.
  • The selected purchase agreement line belongs to the purchase agreement associated with the purchase order.
  • The selected purchase agreement line has a status of "Active".
  • The purchase order line and the selected purchase agreement line have the same values for the Line Type, Category, and Condition fields.
  • If the purchase order line is of type Item or Capital Equipment, both the purchase order line and the selected purchase agreement line have the same value for the Item Being Procured field.

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

Notes:
  • If you track inbound and outbound serial numbers or use serial number control for an item, you may encounter Salesforce governor limits if you create a receipt for a purchase order line that has a purchase quantity of more than six digits. If your purchase quantity exceeds six digits for a line item, create multiple purchase order lines to avoid an error message when you create the purchase order receipt.
  • If you are using a multiple currency org, we recommend that you do not add the Currency picklist field to layouts on the Purchase Order Line Item object because the field has no function on these layouts. If you add the Currency picklist field to these layouts and attempt to select a line level currency from the picklist that is different to the header currency, the line item currency will automatically reset to the header currency when you save the line item.