Delete a client buy request
Use the portal delete action only when the request state permits it.
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
- Open Buy Requests and select the customer’s request, or start a new request.
- Use the portal delete action only when the request state permits it.
- The client controller validates ownership and current status.
- Save or complete the action once, then inspect the request and any linked contract or invoice.
Fields, rules and limits
- The client controller validates ownership and current status.
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 client controller validates ownership and current status.
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.