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Create a purchase order

Task
Module
Procurement
Menu path
Satın Alma › Sipariş Yönetimi › Satın Alma Siparişi Oluştur (Procurement › Order Management › Create Purchase Order)
Screen route
/erp/procurement/orders/new
Required permission
erp-procurement-orders.create
Prerequisites
  • The supplier is Aktif (Active) and the Tedarikçi (Supplier) role is selected on the business partner card.
  • The items are active and "Satın alınabilir" (Purchasable); for a price proposal there is a record in Tedarikçi Fiyatları (Supplier Prices) (not mandatory).
  • If the item's source list is mandatory, the supplier is in that list and not blocked.

A draft order is not a commercial commitment: it can be edited freely, it is not open for goods receipt and it is not included in planning. Orders that come from a quotation or a requisition are also created as drafts and are finalized the same way.

Steps​

  1. Open the Satın Alma › Sipariş Yönetimi › Satın Alma Siparişi Oluştur (Procurement › Order Management › Create Purchase Order) screen. If you are in the list, click Yeni Sipariş (New Order).
    Open screen/erp/procurement/orders/newExpected: Yeni Sipariş (New Order) form, status Taslak (Draft)
  2. In the Tedarikçi (Supplier) field, type the code or name and press Enter, select from the list and press Enter again. To search the list, click the magnifier or press F4.
    EnterTedarikçiValue: T-0011Expected: The payment term and Incoterms are proposed from the supplier card
  3. Check the Sipariş Tarihi (Order Date). On the Teslimat ve Ödeme (Delivery and Payment) tab, enter the Beklenen Teslim (Expected Delivery).
    EnterBeklenen TeslimValue: 12.11.2026
  4. If the warehouse the goods will go into is known, select the Teslim Deposu (Delivery Warehouse): when the order is finalized, an inbound delivery to that warehouse is opened. If needed, change the Vade (Gün) (Payment Term (Days)), Ödeme Koşulu (Payment Terms) and Teslim Şekli (Incoterms).
    SelectTeslim DeposuValue: KIMYA — Kimya Deposu
  5. In the Kalemler (Items) table, type the code in the Ürün (Item) field of the first line and press Enter, select and press Enter again.
    EnterÜrünValue: AMB-0001
  6. Type the Miktar (Quantity) and press Tab. The Birim Fiyat (Unit Price) is proposed from the supplier price; change it if needed, and use the İskonto % (Discount %) field for a discount.
    EnterMiktarValue: 2000Expected: Birim Fiyat (Unit Price) 19; Tahmini Tutar (Estimated Amount) and Genel Toplam (Grand Total) are updated
  7. Continue with the other items. Check the form with Kontrol Et (Validate), then click Siparişi Oluştur (Create Order).
    ClickSiparişi OluşturExpected: Sipariş başarıyla oluşturuldu. Sipariş No: SA-…, Durum: Taslak (Order created successfully. Order No: SA-…, Status: Draft)
    New purchase order — supplier, item and price
    1. 1Supplier — terms from the card
    2. 2Delivery warehouse — opens an inbound delivery
    3. 3Quantity
    4. 4Unit price — proposed from supplier prices
    5. 5Create Order — saves as draft
Result
The order is saved as Taslak (Draft) with the number SA-yyyy-nnnnnn. Finalize it with Siparişi Kesinleştir (Finalize Order) in the success panel or from the details; if the amount matches an approval template, the panel tells you to submit it for approval.

What you need to know​

  • Kaydet (Save; Ctrl+S) saves the form; Siparişi Oluştur (Create Order) saves it and opens the success panel (Siparişi Kesinleştir (Finalize Order) · Siparişi Görüntüle (View Order) · Yeni Sipariş (New Order)).
  • If the currency differs from that of the supplier price, the price is not proposed; enter the price manually.
  • A serial-managed item is ordered in the card's base unit; a quantity that does not match the unit's decimal precision is rejected.
  • A non-stock item (e.g. HIZ-0004 NAKLİYE HİZMETİ) becomes a Hizmet (Service) line and is closed with a service receipt.
  • To start from an existing order, use Kopyala (Copy) in the order details.