Exact Synergy Enterprise

InterConnect for Macola Creating a Purchase Order (Progression Back Office)

To create a purchase order using InterConnect, you must have the Purchase Agent role (see document 19.315.836); create a purchase request for a supplier; approve the purchase request; and generate the purchase order on the Purchase Agent page. (Note: If the purchase order request type is not set up for "Person" to process the request, the purchase requests will not appear on this page. See document 19.315.954 for information.)

1. In Exact Synergy Enterprise, navigate to InterConnect, Reports.
2. Under the Macola Progression heading, click Reports: Purchasing.

   

3. Under the Current Activity heading, click Purchase Agent. Note: To see the Purchase Agent link, you must have the Purchase Agent role.

   

   This opens the Purchase Agent page. This shows the purchase requests that can generate a purchase order.

   

4. If you have more than one purchase request type set up in Synergy Enterprise, use the Request type field to filter the request types and see only one request type.
5. To verify that the supplier on the purchase request matches the preferred vendor for the item in the back office, select the check box beside the item, and click the Optimize: Default button. InterConnect will change the supplier if needed. (This step is optional.)
6. To create a purchase order from the purchase request, select the check box beside the item, and click the Generate: PO button. This creates an unreleased purchase order in the back office for the supplier on the purchase request, and the purchase request disappears from the list.

You can see the purchase order by looking at the open purchase orders (InterConnect Purchasing reports, Open POs). The purchase order must be released and printed in the back office.

The purchase request remains in the workflow of the purchasing agent until the purchasing agent processes it. You can see it in the workflow of the purchasing agent or the workflow of the item.

InterConnect for Macola Introduction and Document Index