Overview
Some workflows start from customer demand but need purchasing action to fulfil that demand. The converter supports that bridge.
Where To Find It
Path: Field Services or Projects > Customer Order to Purchase Documents Converter
Use the converter when a customer-side requirement should become one or more purchasing documents.
How It Works
QBM provides a conversion workflow that reads the relevant customer-side need and prepares the purchase-side output in a more structured way.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Source customer need | Starts from the customer-side order or related requirement. | Use it when purchasing must be driven from real demand. |
| Purchase conversion logic | Builds the purchase-side document flow from the source need. | Use it when manual recreation would be slow or error-prone. |
| Review before save | Lets the user confirm the converted result is commercially correct. | Use it before finalizing purchasing output. |
Recommended Workflow
- Open the converter from the relevant customer-side workflow.
- Review the source demand carefully.
- Allow the system to prepare the purchase-side result.
- Check the converted data before saving the final purchasing document.
Best Practice
- Use the converter only when customer demand really drives the purchase requirement.
- Review converted values before saving, especially quantities and supplier logic.
- Train users to understand both sides of the flow, not just the button click.