Does Flag a replacement PO create a purchase order automatically?
No. Flag a replacement PO for rejected lines adds an activity note identifying the rejected lines.
Staff still prepare the replacement purchase order. Use the note to direct purchasing follow-up, then review the replacement items and vendor through your usual PO process.
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People also ask
From other topicsWhy can't I create a purchase order for this order?
Hover over Create PO to see the specific blocker. Save the order, assign vendors to physical lines, and check that its status is eligible for purchasing.
Lines already allocated to POs or excluded from purchasing may leave nothing to buy. An order containing only services cannot create a PO.
Open its own pageFull guide: Create purchase orders in the PO Workbench
Does Save on a vendor card create the purchase order?
No. Save on a vendor card closes its editing form and keeps the preparation in the workbench.
To create purchase orders, tick the vendor cards, click Create POs, and confirm Create draft POs. Only that confirmation creates the numbered drafts.
Open its own pageFull guide: Create purchase orders in the PO Workbench
How many purchase orders can I create at once?
You can create up to 50 purchase orders in one PO Workbench run. Each PO can link up to 100 customer orders and contain up to 300 lines. Review the selected vendor count before confirming Create draft POs, then follow progress on the Purchase Orders list.
Open its own pageFull guide: Create purchase orders in the PO Workbench
Does lead time print on the quote or the purchase order?
No. OrderPilot's calculated lead times do not appear on quote PDFs or purchase orders.
The full order calculation is shown in the app, and is also absent from POS, emails and the customer portal. A template's slowest option lead time can appear online when Show lead time is on.
Open its own pageFull guide: Set up lead times for vendors and options