Review a client buy request

Open the request detail and PDF from the client portal.

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. Open the request detail and PDF from the client portal.
3. Client access is limited to the current customer’s request.
4. The request and downstream links identify the correct customer, property and values.

Fields, rules and limits

• Client access is limited to the current customer’s request.

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?

Client access is limited to the current customer’s request.

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 from the client portal
• Delete a client buy request
• Open the converted invoice
• Find the current module menus
• Browse all merged module guides