Send material items to purchasing

Use the Send to PUR command to send material items on customer orders to the Purchasing module. If you want to create invoices for materials that are not allocated in the inventory, send the materials to a purchase order. If you need to request quotes for materials, you should send the materials to a requisition.

Note that materials that are on a quote cannot be sent to a purchase order.

Open the order and click Order Details.
In the Details dialog box, open the Allocation tab.
Select the material item that you want to send to purchasing.

Note that only material items whose type is Not Purchased can be sent to purchasing.
At the bottom right corner of the dialog box, click Send to PUR.

A dialog box opens, asking if you want to send the material to a requisition or a purchase order.
Select either Requisitions or Purchase Orders.
Double-click the purchase order or requisition to which you want to send the material.

The materials are sent to the selected requisition or purchase order.

You can view and modify the requisition or purchase order in the Purchasing module. If you have create an invoice for the materials in the Order Entry module.