This documentation supports the 20.02 version of Remedy Asset Management.To view an earlier version, select the version from the Product version menu.

Placing a purchase order

As a purchasing agent, you can send a purchase order to a supplier by email or by web service. You can also send it manually.

Related topic

Creating-and-managing-purchase-requisitions

To place a purchase order

  1. Open a purchase order, as described in Searching-for-purchase-orders.
  2. In the Purchase Order Information form, click Place Order.
  3. In the Place Purchase Order dialog box, from the Place Order Using list, select Email, Web Service, or Manual.
    • If you select Web Service, the order becomes accessible to a web service. Another application can use its web service to accept the order.
    • If you select Manual, you must complete a purchase order on paper.
  4. If you select Email, complete the remaining fields as follows:
    • Complete the Send To field, and, optionally, the CC and BCC fields with the recipients of the message.
    •  If appropriate, modify the subject line from the default value.
    • Review the message text. If necessary, you can change it.

  5. Click Save. 
    On the Purchase Order Information form, the status of the purchase order changes to On Order.

    Important

     If in the Configure Rules form you set the Auto Receive field to Yes, the License Certificate is generated upon the placement of the order for software types of the line items.

 

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