Step – 1 Create Requisition.

Enter the below information like requisition type and item details as shown below then Enter
Quantity and Save Requisition. You can save the requisition number at this stage.

Click Approve button and Submit for Approval

Step – 2 Create Purchase Order

Navigation: Avery Purchasing Super User -> Purchase Orders -> Auto Create
Enter requisition number which is saved and hit TAB to ensure you requisition is valid. Make sure
you empty the Ship-To and Buyer fields as it might add un-necessary condition to your search query.

Once you find the requisition select it by enabling the checkbox and choose the type of document
you want to create. In this example we are converting requisition into “Standard Purchase Order”.
You also have the option to convert requisition into RFQ.

Choose automatic if you wish to convert this single requisition into one purchase order. Choose
manual if you want to add multiple requisitions into one purchase order.
Select Ship-To field carefully as this is required to create inventory receipt / purchasing receipt.

Click Approve button and submit for approval

Step – 3 Create Inventory Receipt

We can create Receipt in purchasing module or inventory module.

Navigation: Purchasing Responsibility > Receiving > Receipts

Then Click Confirm Taxes

Then Ctrl + S from Save File and Get Receipt Number

Run Request for generate Auto invoice (Pay on Receipt Auto invoice)

Wait for Process Completed

Step- 4 Enter AP Invoice

Click Actions Button and Select Validate option.

Again click on Actions button and this time select “Create Accounting” option. Choose Final Post to
send accounting information directly to GL and post.
Normally any company will wait for the due date to make payment. If we choose to
pay ahead also we can pay it.

Navigation: Actions..1 -> Pay in full -> Ok.

Payments form will open as shown below.

Step – 5 Transfer to GL

Enter Payment Method and payment process profile details

Once payment is done we need to create accounting.

Click Actions button and select Final Post.