Purchase Management — Purchase requests
Create, approve, share, send for quotation, copy, convert, attach, sign and report on purchase requests.
01Create a purchase requestCreate an internal requisition with requester, department/project, items, currency, totals and vendors.Admin Area → Purchase → Purchase Request → New02Edit a purchase requestUpdate a request while its status and permission allow editing.Admin Area → Purchase → Purchase Request → open request → Edit03View a purchase requestReview request header, lines, approval, files, quotes, signatures and totals.Admin Area → Purchase → Purchase Request → open request04Delete a purchase requestRemove a request through the supported action after checking quotations and orders.Admin Area → Purchase → Purchase Request → Delete05Change a purchase-request statusUse the dedicated status action and capability.Admin Area → Purchase → Purchase Request → open request → Status06Enter the purchase-request code and nameSet pur_rq_code and pur_rq_name according to numbering/edit settings.Admin Area → Purchase → Purchase Request → New/Edit07Choose purchase-request currency and rateSelect currency and confirm the currency_rate used for line calculations.Admin Area → Purchase → Purchase Request → New/Edit08Link a purchase request to a projectSelect the related CRM project when applicable.Admin Area → Purchase → Purchase Request → New/Edit → Project09Link a purchase request to a sales estimateSelect a related sales estimate.Admin Area → Purchase → Purchase Request → New/Edit → Sales Estimate10Link a purchase request to a sales invoiceSelect a related sales invoice.Admin Area → Purchase → Purchase Request → New/Edit → Sales Invoice11Choose purchase-request type, department and requesterSet the operational classification and owner.Admin Area → Purchase → Purchase Request → New/Edit12Add items to a purchase requestSearch purchase items and enter quantity, rate, tax and discount lines.Admin Area → Purchase → Purchase Request → New/Edit → Items13Select vendors for a purchase requestChoose vendors that may receive the shared request or quotation request.Admin Area → Purchase → Purchase Request → New/Edit → Send to Vendors14Upload a purchase-request attachmentAttach a supporting file.Admin Area → Purchase → Purchase Request → open request → Files → Upload15Download a purchase-request attachmentOpen an authorised request file.Admin Area → Purchase → Purchase Request → open request → Files → Download16Delete a purchase-request attachmentRemove a request file.Admin Area → Purchase → Purchase Request → open request → Files → Delete17Copy a purchase requestCreate a new request using copied source data.Admin Area → Purchase → Purchase Request → open request → Copy18Copy a purchase request into a purchase orderUse the supported conversion/copy flow and choose a vendor where prompted.Admin Area → Purchase → Purchase Request → open request → Convert/Copy to Purchase Order19Request vendor quotations from a purchase requestSend the request-for-quotation email/public flow to selected vendors.Admin Area → Purchase → Purchase Request → open request → Request Quotation20Share a purchase request with vendorsGenerate/use the vendor share flow and recipients.Admin Area → Purchase → Purchase Request → open request → Share Request21Copy the public purchase-request linkObtain the supported external link for an authorised request.Admin Area → Purchase → Purchase Request → open request → Copy Public Link22Generate a purchase-request PDFCreate the module PDF for the request.Admin Area → Purchase → Purchase Request → open request → PDF23Compare quotations for a purchase requestOpen the quotation comparison workspace and compare vendor totals/lines.Admin Area → Purchase → Purchase Request → open request → Compare Quotes24Generate the quotation-comparison PDFExport the comparison output.Admin Area → Purchase → Purchase Request → Compare Quotes → PDF25Sign a purchase-request approvalUse a drawn or uploaded signature according to settings and the approval view.Admin Area → Purchase → Purchase Request → open request → Approval/Sign26Review purchase-request approval informationRead approvers, decisions, reasons and signature evidence.Admin Area → Purchase → Purchase Request → open request → Approval27Filter the purchase-request tableUse department and status/list filters.Admin Area → Purchase → Purchase Request28View project-linked purchase requestsUse the Purchase Request tab added to a CRM project.Admin Area → Projects → open project → Purchase Requests29Troubleshoot purchase-request validationResolve missing department/requester, invalid items, numbering, totals, permissions or approval state.Admin Area → Purchase → Purchase Request → New/Edit