Purchase Management — Purchase requests
Create, approve, share, send for quotation, copy, convert, attach, sign and report on purchase requests.
Create a purchase request
Create a purchase requestCreate an internal requisition with requester, department/project, items, currency, totals and vendors.Admin Area → Purchase → Purchase Request → New
Open guide →GuideEdit a purchase request
Edit a purchase requestUpdate a request while its status and permission allow editing.Admin Area → Purchase → Purchase Request → open request → Edit
Open guide →GuideView a purchase request
View a purchase requestReview request header, lines, approval, files, quotes, signatures and totals.Admin Area → Purchase → Purchase Request → open request
Open guide →GuideDelete a purchase request
Delete a purchase requestRemove a request through the supported action after checking quotations and orders.Admin Area → Purchase → Purchase Request → Delete
Open guide →GuideChange a purchase-request status
Change a purchase-request statusUse the dedicated status action and capability.Admin Area → Purchase → Purchase Request → open request → Status
Open guide →GuideEnter the purchase-request code and name
Enter the purchase-request code and nameSet pur_rq_code and pur_rq_name according to numbering/edit settings.Admin Area → Purchase → Purchase Request → New/Edit
Open guide →GuideChoose purchase-request currency and rate
Choose purchase-request currency and rateSelect currency and confirm the currency_rate used for line calculations.Admin Area → Purchase → Purchase Request → New/Edit
Open guide →GuideLink a purchase request to a project
Link a purchase request to a projectSelect the related CRM project when applicable.Admin Area → Purchase → Purchase Request → New/Edit → Project
Open guide →GuideLink a purchase request to a sales estimate
Link a purchase request to a sales estimateSelect a related sales estimate.Admin Area → Purchase → Purchase Request → New/Edit → Sales Estimate
Open guide →GuideLink a purchase request to a sales invoice
Link a purchase request to a sales invoiceSelect a related sales invoice.Admin Area → Purchase → Purchase Request → New/Edit → Sales Invoice
Open guide →GuideChoose purchase-request type, department and requester
Choose purchase-request type, department and requesterSet the operational classification and owner.Admin Area → Purchase → Purchase Request → New/Edit
Open guide →GuideAdd items to a purchase request
Add items to a purchase requestSearch purchase items and enter quantity, rate, tax and discount lines.Admin Area → Purchase → Purchase Request → New/Edit → Items
Open guide →GuideSelect vendors for a purchase request
Select vendors for a purchase requestChoose vendors that may receive the shared request or quotation request.Admin Area → Purchase → Purchase Request → New/Edit → Send to Vendors
Open guide →GuideUpload a purchase-request attachment
Upload a purchase-request attachmentAttach a supporting file.Admin Area → Purchase → Purchase Request → open request → Files → Upload
Open guide →GuideDownload a purchase-request attachment
Download a purchase-request attachmentOpen an authorised request file.Admin Area → Purchase → Purchase Request → open request → Files → Download
Open guide →GuideDelete a purchase-request attachment
Delete a purchase-request attachmentRemove a request file.Admin Area → Purchase → Purchase Request → open request → Files → Delete
Open guide →GuideCopy a purchase request
Copy a purchase requestCreate a new request using copied source data.Admin Area → Purchase → Purchase Request → open request → Copy
Open guide →GuideCopy a purchase request into a purchase order
Copy a purchase request into a purchase orderUse the supported conversion/copy flow and choose a vendor where prompted.Admin Area → Purchase → Purchase Request → open request → Convert/Copy to Purchase Order
Open guide →GuideRequest vendor quotations from a purchase request
Request vendor quotations from a purchase requestSend the request-for-quotation email/public flow to selected vendors.Admin Area → Purchase → Purchase Request → open request → Request Quotation
Open guide →GuideShare a purchase request with vendors
Share a purchase request with vendorsGenerate/use the vendor share flow and recipients.Admin Area → Purchase → Purchase Request → open request → Share Request
Open guide →GuideCopy the public purchase-request link
Copy the public purchase-request linkObtain the supported external link for an authorised request.Admin Area → Purchase → Purchase Request → open request → Copy Public Link
Open guide →GuideGenerate a purchase-request PDF
Generate a purchase-request PDFCreate the module PDF for the request.Admin Area → Purchase → Purchase Request → open request → PDF
Open guide →GuideCompare quotations for a purchase request
Compare quotations for a purchase requestOpen the quotation comparison workspace and compare vendor totals/lines.Admin Area → Purchase → Purchase Request → open request → Compare Quotes
Open guide →GuideGenerate the quotation-comparison PDF
Generate the quotation-comparison PDFExport the comparison output.Admin Area → Purchase → Purchase Request → Compare Quotes → PDF
Open guide →GuideSign a purchase-request approval
Sign a purchase-request approvalUse a drawn or uploaded signature according to settings and the approval view.Admin Area → Purchase → Purchase Request → open request → Approval/Sign
Open guide →GuideReview purchase-request approval information
Review purchase-request approval informationRead approvers, decisions, reasons and signature evidence.Admin Area → Purchase → Purchase Request → open request → Approval
Open guide →GuideFilter the purchase-request table
Filter the purchase-request tableUse department and status/list filters.Admin Area → Purchase → Purchase Request
Open guide →GuideView project-linked purchase requests
View project-linked purchase requestsUse the Purchase Request tab added to a CRM project.Admin Area → Projects → open project → Purchase Requests
Open guide →GuideTroubleshoot purchase-request validation
Troubleshoot purchase-request validationResolve missing department/requester, invalid items, numbering, totals, permissions or approval state.Admin Area → Purchase → Purchase Request → New/Edit
Open guide →