PO creation workflow

Create Purchase Order

Select supplier, configure delivery and terms, then save draft or send in one consistent workflow.

Step 1: Supplier and locations

Step 2: Line items and routing

Step 3: Review totals and save

Order for (org unit)Optional. Which company / site in your hierarchy this purchase is for (e.g. centralized procurement buying for a subsidiary). Does not change requester; it records commercial context.Save the selected "order for" org as my default for the next new PO (stored on your user, updated when you check this and create the order).

Supplier

Buyer office location

CFS location

Requested delivery dateCurrencyTerms label (editable)Terms days (editable)Incoterm (editable)

Supplier details

Acme Industrial Supplies

100 Industrial Way

Chicago, IL, 60601

Primary contact

Jordan Lee

jordan.lee@acme.example

+1 312-555-0142

Buyer details

Demo DC EU-1 (~20 000 sqm, 20 dock doors)

Design capacity ~20 000 sqm; 20 dock positions (demo narrative)

Frankfurt, HE

Buyer contact

Buyer User

buyer@demo-company.com

Forwarder details

Alliance Components 07

—

No office street

No office city/region/country

No contact

No email

No phone

Forwarder

Forwarders and suppliers are managed in SRM.Open SRM.

Delivery address

Ship to alternate delivery address (different from buyer office)

Transport plan

Mode of transportPort of origin (UN/LOCODE)

Port of destination (UN/LOCODE)

Order lines

Notes

Pricing

Tax %Discount %Discount amount

Subtotal: 0.00 USD

Discount: 0.00 USD

Tax (8%): 0.00 USD

Total: 0.00 USD