Apptivo allows you to convert your records from the Purchase Requisitions App to another App. You have the leverage to custom convert the records. Here, you can decide which attributes in the Purchase Requisitions App has to be converted to any other Apps.
Steps to perform a conversion
- Go to Settings → Purchase Requisitions → Conversion. Here, select Create to create a new conversion type.
- In the Create Conversion page, select the destination app. Here, Purchase Orders App.
- You can also add a description of the conversion. If you want a record to be converted multiple times, then enable Allow Conversion Multiple Times.
- Once the settings are configured, select Create. You can see the Conversion is created.
- To perform the custom conversion, click on the Mapping feature.
- In the mapping field, you can enable the activities which you want to associate in the Purchase Orders App.
- You can also map the attributes of the Purchase Orders App which you want from the Purchase Requisitions App using the Select Attribute feature.
- Once the mapping is configured, select ‘update’.
- Now create a new record in the Purchase Requisitions App.
- Once the required information is added, click on the Convert button → To Purchase Orders.
- You will be redirected to the Create Purchase Order page where the mapped attributes will have the values from the Purchase Requisition record.
