---
title: "Purchase quotes and orders"
slug: "bc-purchase-quotes-and-orders"
description: "Create purchase quotes or orders from project planning lines, manage vendors, and synchronize updates efficiently with our comprehensive guide."
updated: 2026-06-25T09:59:10Z
published: 2026-06-25T09:59:10Z
canonical: "docs.staedean.com/bc-purchase-quotes-and-orders"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Purchase quotes and orders

## Create a purchase quote or purchase order

You can create a purchase quote or purchase order from a released project planning line with the **Create Purchase Quotes** or **Order** action.

The action opens a pop-up where you must complete the following fields:

| Field | Description |
| --- | --- |
| Document Type | Select **Quote** to create a purchase quote, or **Order** to create a purchase order. For a purchase quote, you can select several **Buy-from Vendors** (separated with a pipe) to create several purchase quotes. With the **Order** option, you can only select one vendor. |
| Buy-from Vendor | When a **Vendor No.** is specified on the project planning line, it shows here as default. You can select Anywhere Mobility Solutions vendor number. |
| Ship-to Address | Optionally select a project ship-to address. The ship-to address must be set in the address list of the project. |
| Posting Date | Select the posting date to show in the purchase document. When empty, the date defaults to the work date. |
| Append to Order | Select an existing purchase order when you want to add the selected lines to that order. This selection overrides the **Buy-from Vendor**. |

Click **OK** to create the purchase document.

When creating several purchase quotes for a project planning line, use the **Create Purchase Quotes** action.

In the **Buy-from Vendor No.** field on the "Do you want to create purchase documents for the selected project planning lines?" pop-up, you can select several vendor numbers. When entering several vendor numbers, separate them with a pipe (|). Or use the assist edit to open the vendor list and select several vendors by holding down the Ctrl key.

The project planning line shows **Yes** in the **Transferred** field. Click this field to open the list of related documents for the project planning line. These documents appear in the **Project Relation List**. Click on the document in the **Source Record ID** column to open the selected document.

When the quotation process is complete, select the winning purchase quote and use the **Make Order** action from the **Process** menu to promote the purchase quote to a purchase order.

When matching purchase quotes are found (same project, project task, type, number, and quantity), a pop-up asks: "Do you want to archive the related purchase quotes?"

- When **Yes**, the found purchase quotes are deleted and copied to archived purchase quotes. A comment line is added: "Purchase order awarded to [Purchase order No.]."
- When **No**, the found purchase quotes are not deleted or archived.

> [!NOTE]
> **Note** To archive the purchase quote that is made into a purchase order, set the archiving option in **Purchase and Payable Setup**.
> 
> The project planning line references the purchase order in the **Replenishment Document Type** and **Replenishment Document No.** fields. Open the replenishment order from the **Replenishment** menu on the project planning line.

## Synchronizing a purchase order

When a purchase order is confirmed by the vendor, it may be necessary to update the project planning line accordingly. Use the **Change Project Planning Line** wizard. With this wizard, you can update the following information:

- The **Quantity**: you can only lower the quantity. To increase the quantity, add a new line for the same item with the additional quantity.
- The **Expected Receipt Date**: the expected receipt date updates the **Planning Date** on the project planning line.
- The **Direct Unit Cost**: updates the **Unit Cost** on the project planning line.
- **Add Line**: when selecting this option, go to the next page of the wizard and add quantity and item number.

> [!NOTE]
> **Note** Add Line is necessary when the vendor specifies a new replacing item number in the confirmation, make sure there is an **Item card** for this number. Also use it when the quantity must be increased from the original quantity.

## Related

- [Project logistics](/bc-project-logistics.md)