Integrate Purchase Order to Requisition

Prerequisites

Before proceeding, ensure that a purchasing category is created in M2M application when the tenant is established for the first time.

Create Purchasing Category for PO and Receiving Flow

To create a Purchasing Category for transitioning from Purchase Order to Purchase Order Receiving, perform the following:

1. Open the EAM application.

   • Click Open on EAM app tile in AppCentral.
     The EAM application opens in a new tab.

2. Search for Employee.

   • In the EAM application, either type Employee Search in the navigation bar, or navigate to Employees > Employee Search.
   • On the Employee screen, choose Employees -All Employees from the drop-down list and click Search.
   • In the table, click the Employee Id of the currently logged-in user.
     The Employee id information screen appears.

3. Select Employee Record

   • On the Employee screen, choose Employees -All Employees from the drop-down list and click Search.
   • Click the Employee Id of the currently logged-in user.
     The Employee Id information screen appears.

4. Edit Employee Configuration

   • On the employee Id screen, navigate to Configurations tab, and click Edit.
   • Turn on the toggle for Requisition.
   • Enter the appropriate approval limit and click Save.

5. Create a New Requisition

   • Navigate to Requisition > New Requisition.
     The Create New Requisition window appears.
   • Choose a Charge To Account, and click Next.
   • In the Create New Requisition screen, under the New Charge section, click Add.
   • Click Edit and enter the appropriate information in the Account, Area, Department, and Project drop-down list and then click Next.
   • Click Edit and enter the appropriate information in the Account, Area, Department, and Project drop-down lists and then click Next.
   • Set the Delivery Date and click Next.
     The new requisition is created.

6. Search for the Requisition.

   • Navigate to Requisition and search for the created requisition number and then click Search.

7. Add New line item

   • On the newly created requisition, click +New Line. In the Add Line Item section enter details for the following:
     • In the Item text field, enter the item name.
     • In the Description text field, enter appropriate description.
     • Choose the type of requisition.
     • Enter the number in Requested Qty.
     • Choose EA – EACH in the Units drop-down list.
     • Enter the cost in Unit Cost text field.

8. Click Add.
   The requisition number is created, and the Charge To Account Requisition is created successfully.

9. Open the Requisition

   • Click the requisition number to open the newly created requisition and click Details in the right column and then click Edit.

10. Select a Supplier

    • On the Purchase tab, in The Supplier section, search for a supplier in the Recommended Supplier field.
    • Ensure that each vendor has a corresponding active supplier in both M2M and EAM, as purchase orders cannot be created for inactive suppliers.

11. Click Save.

Approve the Requisition

1. Navigate to Requisition > Approve/Review.

2. On the Approve/Review screen, choose Awaiting Approval from drop-down list and click Search.

3. In the search results, click the requisition you want to approve, click Approve/Review and then click Save.

Validate Purchase Order between EAM and M2M application

To verify that a purchase order created in EAM is reflected in M2M, perform the following:

1. Search for Purchase Orders in M2M application.

   • Navigate to M2M application, search for Purchase Orders.

2. Filter by Vendor number

   • On the Purchase Order screen, search for the Vendor Number and choose Open from the status drop-down list.

3. Search in Aptean EAM application.

   • In the Navigation field, enter Purchase Order search and click Search.
   • Choose All Blanket Order - All Blanket Orders from the drop-down list, enter the purchase order number, and click Search.
     The purchase order details appears on the screen.

   When you edit an existing purchase order in the M2M application, a new purchase order is created in EAM with an incremented Purchase Order number.
   For example, if the original PO in M2M is numbered 000081-0000-000, any modification will generate a new PO in EAM numbered 000081-0000-001, labeled as a Change Order PO in the EAM application.