TABLE OF CONTENTS


Introduction

This article walks you through the process of purchase requisition (PR) conversion.


The reason why a PR is created is to make a purchase. Once a PR is created the purchase can be either done by converting that PR into a Request for a Quote (RFQ) or by converting that into a Purchase Order (PO). Both can be done on Aerchain.


Read on to learn how.


How to Convert a PR to RFQ

Purchase Requisition to Request for Quote conversion is helpful to get the best quote from a list of suppliers.


Follow the below steps to make that conversion.


NOTE
You should have a purchase requisition created already to follow below.


  1. Log in to the Aerchain customer portal.
  2. Click Requisitions under Requisitions.
  3. Click the Code of the Requisition you want to convert.
    ✔️The view page of the requisition opens.
  4. Click Convert.
  5. Click Request for Quote.
    ✔️The Convert To RFQ form opens.
  6. Fill in the form.
  7. Click the Submit button.
    ✔️The Approvers box opens.
  8. Type the name of the approvers in the Select Approver search bar.
  9. Click the Check Box that appears before the name of the approver.
    ℹ️ You can choose multiple approvers.
  10. Click the Submit RFQ button.

Your RFQ has been submitted successfully to the approvers. Once the approvers approve, your RFQ is released to the suppliers.


How to Convert a PR to a PO

Purchase Requisition to a Purchase Order conversion can be helpful if you know the supplier you want to place the PO with.


Follow the below steps to convert a PR to a PO in Aerchain.


NOTE
You should have a purchase requisition created already to follow below.


  1. Log in to the Aerchain customer portal.
  2. Click Requisitions under Requisitions.
  3. Click the Code of the Requisition you want to convert.
    ✔️The view page of the requisition opens.
  4. Click Convert.
  5. Click Purchase Order.
  6. The Converting to PO form opens.
  7. Fill in the form.
  8. Click the Submit button.
    ✔️The Approvers box opens.
  9. Type the name of the approvers in the Select Approver search bar.
  10. Click the Check Box that appears before the name of the approver.
    ℹ️ You can choose multiple approvers.
  11. Click the Submit button.

Your PO has been submitted successfully to the approvers. Once the approvers approve, your PO is released to the suppliers.


Please feel free to reach out to support@aerchain.io should you have any questions or feedback.