Change a client buy-request status

Use only portal-supported status actions.

Before you start

Buy-request View or View Own is required; changes require the corresponding write permission and an accessible customer/property.

Follow these steps

1. Open Buy Requests and select the customer’s request, or start a new request.
2. Use only portal-supported status actions.
3. The status endpoint validates request ID, type and current client.
4. Save or complete the action once, then inspect the request and any linked contract or invoice.

Fields, rules and limits

• The status endpoint validates request ID, type and current client.

Check it worked

The request and downstream links identify the correct customer, property and values.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

The status endpoint validates request ID, type and current client.

Why is the record or action unavailable?

Buy-request View or View Own is required; changes require the corresponding write permission and an accessible customer/property. Check the current company and record relationship before requesting additional access.

Useful next steps

• Delete a client buy request
• Troubleshoot failed buy-request conversion
• Review a client buy request
• Find the current module menus
• Browse all merged module guides