Create a contact from a purchase requisition

You can create a contact on a purchase requisition. When you create the contact, mySparkrock also creates a vendor from the contact and adds the vendor to the purchase requisition.

Note

Note:
The vendor can only be created from a contact.

To create a contact from a purchase requisition

1. Select Finance and Purchasing > Purchase Requisitions.

   The Purchase Requisitions page opens.

2. Depending on whether you are creating a purchase requisition or updating a purchase requisition, perform one of the following procedures:

   • New purchase requisition:

     1. Select New.

     2. On the Details tab, in the Vendor section, select Add Vendor.

   • Existing purchase requisition:

     1. Select the purchase requisition for which you want to create a contact.

        The Purchase Requisition page opens.

     2. Select Edit.

        In the Vendor section, the Change Vendor button appears.

     3. Select Change Vendor.

        The Change Vendor dialog box opens and displays the following text:

        If you change the vendor number, the existing lines will be deleted, and lines will be created that are based on the information in the General section. Do you want to continue?

     4. To proceed, select Yes.

   The Vendor List dialog box opens.

3. Select New.

   The Create New Contact dialog box opens.

4. Specify values for the required fields, and then select OK.

   mySparkrock creates the contact and the vendor, and adds the vendor to the Vendor section of the purchase requisition.

   If mySparkrock cannot create the vendor, the Create New Contact dialog box stays open and displays the reason. To try again, select OK. mySparkrock does not create a second contact.

Related information

Purchase requisitions

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