Creating a Purchase Order in Sage
Depending on permissions, you may be able to convert purchase requisitions to purchase orders in Sage. If this is the case, you will have an additional button displayed on the Purchase Requisitions form called ‘Post to Sage’.
To convert the requisition into an order, simply click ‘Post to Sage’. A check is carried out to ensure that the requisition will not cause the department budget to be exceeded, as described in 'Authorising Purchase Requisitions'. This can be overridden if required, and after a few seconds, you should receive confirmation that order has been created successfully, together with the Sage order number.
Click ‘OK’ to accept the message; the requisition will now be cleared from the screen.
Don’t forget that the order will still need to be printed and placed in Sage in the normal way.
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