Purchase Requests
Ask for something to be bought, and get it approved.
Overview
A purchase request records a need before any money is committed. It is approved through your approval rules and then becomes an RFQ or a purchase order. Approved requests open pre-filled forms so nothing is retyped.
When to use purchase requests
- A department needs goods or services.
Step by step
In the Purchase module open Procurement in the green navigation bar, then choose Purchase Requests under Procure to Pay.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- purchase.requests.approve
- purchase.requests.create
- purchase.requests.read
- purchase.requests.update