Procurement - Purchase Requisition

Import from Quotation

You can easily import Quotation to Purchase Requisition and hence do not need to recreate the entire document.

1. On the left menu, choose Purchase > Purchase Requisition. On the Purchase Requisition listing, choose the New button on the top right of the page, then choose Import from Quotation.

Import Quotation to Purchase Requisition

2. On the popup option, search for the Purchase Requisition by using the filtering option.

Select Quotation to import to Purchase Requisition

3. Choose the Select button of the Quotation record to import to Purchase Requisition.

4. Edit the imported data in Purchase Requisition form, and save the document normally.

Next topic: Import from Invoice
Previous topic: Import from Sales Order


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