Creating Orders

This chapter covers everything you need to know about purchase orders. This chapter is divided into the following sections:

• [Creating Purchase Order]#(dms-create-orders-for-item)
• Creating Purchase Order from Sales Order
• Creating Purchase Order from Service Order
• Creating Purchase Orders via Req. Worksheet

Creating Purchase Order

To create a new purchase order for an item, please proceed as follows:

• Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Purchase Orders in TRASER DMS 365.
• A list containing all purchase orders is displayed.
• To create a new purchase order, click New in the menu bar.
• A new purchase order card is displayed.
• Complete the information in the General tab.
• Navigate to the Lines tab.
• Add an item via the lines.
• Fill in all relevant information for the item via the different columns.
• You can repeat this step to add more items to the purchase order.
• You can now further process the purchase order.

The next section describes how to create a purchase order from a sales order.

Creating Purchase Order from Sales Order

The following instructions presuppose that you have already created a sales order. To create a purchase order from a sales order, please proceed as follows:

• Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Sales Orders in TRASER DMS 365.
• A list containing all sales orders is displayed.
• Open the sales order you would like to create a purchase order for.
• The sales order card is displayed.
• In the menu bar, click on Actions > Functions > Create Purchase Document > Create Purchase Orders.
• The lines for the purchase order are calculated.
• A new window opens that shows the planned purchase order line/lines.
• Click OK to create the purchase order.
• The purchase order you have created is displayed.
• Enter the Vendor Invoice No. in the General tab.
• Check the rest of the information.
• You can now further process the purchase order.

The next section describes how to create a purchase order from a service order.

Creating Purchase Order from Service Order

The following instructions presuppose that you have already created a service order. To create a purchase order from a service order, please proceed as follows:

• Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Service Orders in TRASER DMS 365.
• A list containing all service orders is displayed.
• Open the service order you would like to create a purchase order for.
• The service order card is displayed.
• Navigate to the Lines tab.
• Select Line > Worksheet from the menu bar in the Lines tab.
• The worksheet is displayed.
• In the menu bar, click on Actions > Functions > Create Purchase Document > Create Purchase Orders.
• The lines for the purchase order are calculated.
• A new window opens that shows the planned purchase order line/lines.
• Click OK to create the purchase order.
• The purchase order you have created is displayed.
• Enter the Vendor Invoice No. in the General tab.
• Check the rest of the information.
• You can now further process the purchase order.

The next section describes how to generate purchase orders via the requisition worksheet.

Creating Purchase Orders via Req. Worksheet

To create purchase order via the requisition worksheet, please proceed as follows:

• Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Requisition Worksheets in TRASER DMS 365.
• The Requisition Worksheets page is displayed.
• Click Calculate Plan in the menu bar.
• A dialog window opens.
• Fill in the Starting Date as well as the Ending Date in the Options tab. If needed, you can also enter more information.
• Fill in the No. field in the Items tab. If needed, you can also enter more information.
• Check all information and click OK to calculate the demands.
• The items that need to be ordered will be written as different lines into the requisition worksheet.
• To create purchase orders for these lines, click on Carry Out Action Message.
• A new window opens.
• Check all information and click OK.
• The page Open Req. Worksheet Orders is displayed. The purchase orders that have been created are shown on this page.
• To open a purchase order, click on Open Order in the menu bar.
• You can now further process the purchase order.