"Create purchase order" business rule

We provide an out-of-the-box business rule named "Create purchase order". If this rule is defined in the fulfill task plan of an offering and someone requests this offering, a purchase order (PO) is then created for the requester.

To enable automatic PO creation for an offering, follow these steps:

1. From the main menu, select Plan > Service Catalog > Offerings.

2. Open the offering for which you want to implement automatic PO creation.

3. Navigate to Task plan.

4. Click the Fulfill tab.

5. Open the task plan editor and select Automated Task.

6. In the Business rule section, click Set rule.

7. Click Actions > Create purchase order.

8. Click Save.

   In the Business rule section, a message "Created purchase order with delivered location and delivered stock" is then displayed , as shown below:

   

   where:

   • delivered location is mapped to the Delivered to field on the purchase order

   • delivered stock is mapped to the Delivered Stock ID field on the purchase order

   You can specify the delivered location and delivered stock by using expressions. If you do not, the system will use default delivered location and stock, which may vary depending on your actual scenario:

   • For delivered location, the Delivered to field on the purchase order will be empty.

   • For delivered stock, the system will use the first non-empty values of the following:

     • Deliver location in the request record
     • Location in the people record of Requested for

     Note If neither entity above is a stock room, the system will use an empty value.

9. Click Save again.