Prerequisites

• You must have the right to validate an order; see Modifying a profile.
• The required information must be filled in on each line: item/service (code, reference, or description), allocation budget, type of purchase, non-zero quantity, purchase unit or coefficient, unit price.
• The quantity of each item is greater than or equal to the minimum quantity if it is defined in the supplier's item catalog; see Item [Catalog], Quantity section.
• The total amount of the order does not exceed that indicated in the parameters of your profile.
• If the order is linked to a contract:
  • the contract period must be active and the items or services must be referenced in the contract,
  • the amount of the validated POs must not exceed the maximums defined for the period (overall and by type of purchase)

   

Procedure

1. From the detail form of the order, select change of status "Confirm".
   → CARL Source makes sure the Prerequisites are met and, if they are not, displays an error message,
   → The delivery date is recalculated: current date + maximum time for delivery of the items.
   → For foreign currencies, the exchange rate is updated with the exchange rate stored in CARL Source for the supplier currency:. This is now fixed on the order.