Create purchase order from forecast approval worksheet

Creating purchase orders directly from the forecast approval worksheet streamlines procurement by reducing manual data entry and minimizing errors.
With this feature, you can ensure prompt and accurate conversion of approved quantities into purchase orders, enhancing efficiency and responsiveness.

The following procedure describes how to perform this activity.

1. Select the Search icon , enter Forecast Approval Worksheet, and then choose the related link.
   The Forecast Approval Worksheet page opens.
2. In the Filters group, set the values in the relevant fields.
3. On the action bar, select Load Forecast Documents.
   The system displays a dialog box.
4. Click Yes.
   The system fetches line items based on the configured filters.
5. Select the desired line item.
6. In the Approval Quantity (Purchase UOM) field, specify the quantity for which you want to create the purchase order.
7. On the action bar, select Create Purchase Order.
   The system displays a dialog box.
8. Click Yes.
   The system displays a dialog box.
9. Click Yes to open the associated purchase order.

To create a purchase order from the forecast approval worksheet for a week forecast with Type field set to Item Category, follow these steps:

1. Select the desired line item on the Forecast Approval Worksheet page.
2. In the Approval Quantity (Purchase UOM) field, specify the quantity for which you want to create the purchase order.
3. On the action bar, select Create Purchase Order.
   The Item by Global Lot Attribute and Item Category Filter page opens.
4. Select the desired Item No.
5. On the action bar, select Edit List.
6. In the Qty. to Harvest field, specify the quantity.
7. Click OK.
   The system displays a dialog box.
8. Click Yes.
   Based on the provided information, the system creates the purchase order. The system updates the purchase order with the defined quantity and week forecast number.

Create multiple purchase orders from forecast approval worksheet

With this feature, you can create multiple purchase orders from forecast approval worksheet. The following procedure describes how to perform this activity.

1. Select the Search icon , enter Forecast Approval Worksheet, and then choose the related link.
   The Forecast Approval Worksheet page opens.
2. In the Filters group, set the values in the relevant fields.
3. On the action bar, select Load Forecast Documents.
   The system displays a dialog box.
4. Click Yes.
   The system fetches line items based on the configured filters.
5. Select the desired line items.
6. In the Approval Quantity (Purchase UOM) field, specify the quantity for which you want to create the purchase order.
7. On the action bar, select Create Purchase Order.

• If the same vendor number has different grower numbers for the selected lines, the system creates multiple purchase orders for all the selected lines.
• If different vendor numbers have identical grower numbers for the selected lines, the system creates multiple purchase orders for all the selected lines.
• If the vendor number and grower number are identical but have different items defined, the system creates one purchase order with different line items.

The system displays a dialog box.

9. Click Yes.
   The system displays a dialog box.
10. Click Yes.
    The Purchase Orders list page opens.
11. Select the desired No.
    The Purchase Order page opens. The system updated the defined quantity and associated week forecast number in the generated purchase orders.