Create a contact from a purchase requisition line

When you are adding a vendor to a purchase requisition line, you can create a contact directly from the Vendor List dialog box. When you create the contact, mySparkrock also creates a vendor from the contact and adds the vendor to the line.

To create a contact from a purchase requisition line

1. Select Finance and Purchasing > Purchase Requisitions.

   The Purchase Requisitions page opens.

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

   The Purchase Requisition page opens.

3. On the Purchase Requisition Lines tab, select Add Expense or Add Item.

4. On the line, select the lookup in the Vendor field.

   The Vendor List dialog box opens.

5. Select New.

   The Create New Contact dialog box opens.

6. Enter values for the applicable fields.

7. Select OK.

   mySparkrock creates the contact and the vendor, and adds the vendor to the Vendor field on the line.

   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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