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How to: Convert Purchase Quotes to Purchase Orders

After you have created a purchase quote for a vendor, then most of the necessary information exists to create a purchase order for the quoted items or services.

To convert a purchase quote to a purchase order

  1. In the Search box, enter Purchase Quotes, and then choose the related link.

  2. Create a purchase quote. For more information, see How to: Create Purchase Quotes.

  3. In the Order Date field, enter the date that you want to appear on the purchase order.

  4. On the Actions tab, in the Create group, choose Make Order, and then choose the Yes button.

The purchase quote is converted to a purchase order. The quote is deleted.

On the created purchase order, the Quote No. field specifies the number of the quote that it was converted from.

See Also

Other Resources

Purchase Quote
Purchase Order