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• Select whether you are creating a new document or adding to an existing document

• Select the type of document you are creating: Standard PO, Planned PO, Blanket Release, or RFQ

• Select the grouping method: Default or Requisition

• For Automatic creation mode, select which of the displayed requisition lines you will use on the autocreated document

• Select the creation mode: Manual or Automatic

Attention: To select a requisition line for autocreation, press <Control> and click on the line. Press <Shift> and click on a line to select all lines between that line and the current line. Click on any unselected line to deselect all lines. You can also use 'Select All' or 'Deselect All'.

   To select autocreation criteria:

1. Navigate to the AutoCreate Documents window by selecting the Find button in the Find Requisition Lines window. See: Finding Requisition Lines for AutoCreate.

2. In the Action field, select whether you want to Create a New document or Add To an existing document.

3. Select the Document Type you want to create: Standard PO, Planned PO, Blanket Release, or RFQ. The Document Type can be only RFQ if you did not select Approved Requisitions in the Find Requisition Lines window.

4. Select the Grouping for requisition lines on the document:

Default: Combine requisition lines for the same item, revision, line type, unit of measure, and transaction reason onto one purchase order line. Combine requisition lines for the same item, revision, and line type onto one RFQ line.

Requisition: Create document with one line for each requisition line. Used only when you select lines on a single requisition.

5. For Automatic creation mode, select the requisition lines that you want to use on the document and then select the Automatic button.

For Manual creation mode, select the Manual button. Manual creation mode is available only when you have chosen Default grouping for Standard and Planned Purchase Orders and RFQs.

For both creation modes, Purchasing displays the Add To Document, New Document Number, or New Document window, depending on the action you selected. See: Entering Document Information for AutoCreate.

   To return requisition lines:

1. Select Return Requisitions on the Special menu to display the Return Requisitions window.

2. Enter a Reason for the return.

3. Select OK to return to the requisition pool all unpurchased lines on the current requisition.

   To modify requisition lines:

• Select Modify on the Special menu to open the Modify Lines window. See: Modifying Requisition Lines

   To view action history:

• Select View Action History on the Special menu to open the Action History window and display action history for the current line. See: Viewing Action History.

   To view blanket purchase agreements:

• Select View Blanket POs on the Special menu to open the Purchase Order Lines window and display all blanket purchase agreements for the item on the current line.

   To enter requisition preferences:

• Select Requisition Preferences on the Special menu to open the Requisition Preferences window. See: Entering Requisition Preferences.

See Also