Converting a Request to an Order

Once a request is approved, you can convert it directly into a Purchase Order without re-entering all the data.

Prerequisites

• The request must be in Approved state.
• You must have the Submitter or Administrator role.

Conversion Steps

1. Open the approved request.
2. Click Create order in the action bar.
3. The order creation form opens with some fields pre-filled from the request (supplier details, amounts).
4. Review and complete any missing fields (e.g., confirm the supplier, add the delivery date, set the approval line).
5. Click Save to create and submit the order.

After Conversion

• The request and order are linked — the request's detail page shows the paired order number.
• The request cannot be re-converted once an order is linked.

Partial Conversion

If you need to create multiple orders from the same request, create the first order via Create order, then create subsequent orders manually from the Orders section.