Add items to a purchase request
Follow this guide to search purchase items and enter quantity, rate, tax and discount lines. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Purchase → Purchase Request → New/Edit → Items
Before you start
- Use an account with purchase_request capability and status capability where applicable and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What you’ll accomplish
Search purchase items and enter quantity, rate, tax and discount lines. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Purchase → Purchase Request → New/Edit → Items.
- Select the New, Add, Create or Start action exposed on that screen.
- Complete the required fields described below and review any linked record, currency, tax, approval or recipient selection.
- Save or submit the form once; correct any validation message rather than bypassing it.
- Go to the resulting record and verify its number, status, totals, files, activity and downstream links.
Fields and options to review
Request headerRequest code/name, requester, type, department, project, related sales estimate/invoice, currency and rate.
Request linesItems, description, quantity, unit, tax, price, discount, subtotal and total.
SourcingSelected vendors, attachments, public share/request-for-quotation actions and approval status.
Item masterCommodity/item code, description, group/subgroup, unit, purchase price, tax and purchase eligibility.
Vendor-item mappingVendor, group and selected item list, shared visibility and vendor-specific values where exposed.
Files/importAttachments, spreadsheet import rows, validation errors and generated barcode/code.
Rules the system enforces
- Purchase-request status changes use the dedicated purchase_request status capability in addition to record access.
- Department can be mandatory when pur_department_required_condition is enabled.
- Item and vendor-item operations use separate capability groups.
- Spreadsheet imports can create an error file for rejected rows; review it before retrying.
How to confirm it worked
- The supported add items to a purchase request flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Continue with related guidance
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