Creating a Purchase Request
A Purchase Request is an official approach to seek the organization's approval on a purchase proposal. The requester submits a purchase request to the procurement team, expressing the need for a particular product or service.
To create a purchase request,
Navigate to the PURCHASE REQUEST section. The list of purchase requests appears as shown below.
Click NEW PURCHASE REQUEST. The Create Purchase Request screen appears.
Update the required details in this screen. Read the Updating Procurement Request Details section for more information.
Click SAVE. A purchase request is now created successfully.
Once a purchase request is created, you can convert it into a request for quotation, purchase order, or associate terms for the request based on the requirement.