Troubleshoot failed buy-request conversion
Check request status, customer/property IDs, core contract/invoice permissions and required data.
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.
- Check request status, customer/property IDs, core contract/invoice permissions and required data.
- Do not manually duplicate conversion while an earlier linked record may already exist.
- The request and downstream links identify the correct customer, property and values.
Fields, rules and limits
- Do not manually duplicate conversion while an earlier linked record may already exist.
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?
Do not manually duplicate conversion while an earlier linked record may already exist.
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.