Approve and create purchase orders

Goal: turn an agreed forecast into purchase orders. Where: Replenish Stock → Planning → Demand Forecast, Runs tab.

Creating purchase orders from a forecast needs a cloud session. The button is hidden while the register is on the offline hub.

Steps

1. Open the Draft run and finish the review in Review lines and bulk-edit.
2. On the run row, open the actions menu and click Submit for Review. Status becomes In Review. You need demand_forecast.submit_review.

Demo — a Draft row. Submit for Review moves it to In Review. Delete is only on a draft.

3. A reviewer with demand_forecast.approve opens the menu and clicks Approve. Status becomes Approved. The same Approve button is on the review header.

Demo — In Review. Approve is in the row menu. Review opens the lines.

4. Open the menu and click Create PO. One purchase order is raised per supplier for the lines still included. You need demand_forecast.create_po.

Demo — Approved. Create PO is available. The run is not locked yet.

After purchase orders exist, the run is PO Created. Bulk edit is locked. Archive is for a run you are done with and do not want on the working list (demand_forecast.archive).

Demo — PO Created. The banner says bulk changes are off. The lines stay readable.

Demo outcome

Start from the fixture after review. Paracetamol was excluded on purpose (short-dated demo batch). The PO set is the other included lines.

Step	Status	What the demo shows
Submit for Review	In Review	48 SKUs, Rs 2,400,000 still on the PO
Exclude DEM-0888	In Review	Paracetamol’s Rs 4,500 leaves the PO total
Approve	Approved	Reviewers can still edit only if they have edit-after-approval
Create PO	PO Created	Demo Pharma and Demo Medisource each get a PO for their included lines

Open the purchase orders from Replenish Stock → Procurement → Purchase Orders. Sending, receiving, and statuses are covered in the Purchase Orders guide.

To see how much of this run has arrived later, use Forecast Report on the Demand Forecast screen, or Insights → Reports → Forecast Fulfilment.