Purchase Requests Guide
A purchase request documents an internal need and reviews it before committing to a supplier.
Create a request
Set the department, needed date, priority, and justification, then add at least one item with quantity and estimated cost.
- A cost center and a preferred supplier may be recorded.
- The estimated subtotal is recalculated when items change.
Review and states
The request moves from draft to pending approval, then to approved or rejected. Rejection needs a reason, and the request can be resubmitted.
- Only draft and rejected requests are editable.
- Only a draft can be deleted.
Convert to an order
After approval, the user converts the request to an order; all items are copied and the request becomes converted.
- A converted request is no longer editable.
- The relationship between request and order remains traceable.
