Edit a buy request

Update an eligible request without breaking linked conversion records.

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. Update an eligible request without breaking linked conversion records.
3. Check status, property and customer before changing price or currency.
4. Save or complete the action once, then inspect the request and any linked contract or invoice.

Fields, rules and limits

• Check status, property and customer before changing price or currency.

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?

Check status, property and customer before changing price or currency.

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

• Create a buy request
• Delete a buy request
• Open Buy Requests
• Find the current module menus
• Browse all merged module guides