How to create a Purchase request from the planning workbench in Sage X3V12?

In SageX3, we have a function planning workbench where we can create purchase orders, requests, and suggestions. This function provides us with a view of projected stock movement based on actual demands.

So, now we can try to create a purchase request from the planning workbench function.

Follow the below process.

Navigate to: – Purchasing > Supply > Planning workbench

Below is the image of the Planning workbench function Screenshot 1.

Screenshot 1

Now give the site and product, click on the Supply button on the top right. Refer to the below screenshot 2.

Screenshot 2

After clicking on the Supply button new screens will open as below in screenshot 3.

Screenshot 3

Now enter the mandatory details like order site, product, supplier, request date and quantity then click on the Request button. Please refer to screenshots 4.

Screenshot 4

In the above screenshot 4, we have entered the mandatory details and given purchase quantity 4. So, after clicking on the Request button system will generate a purchase request with respect to the given details. Refer to the below screenshot 5.

Screenshot 5

In the above screenshot five, the system creates a purchase request PRQZAJ010017.

We can find this request in the purchase request function. Refer to the below screenshot 6.

Navigate to:- Purchasing > Purchase requests > Purchase requests.

Screenshot 6

This blog explains how to create a Purchase request from the planning workbench in SageX3. For more informative blogs on Sage ERP, subscribe to our newsletter now!

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