How to Submit a Purchase Request
Navigating to Purchase Request option
For a user to create and submit a Purchase Request, the user should be assigned the role of a
Purchase Request Initiator.
- Click on the New Purchase Request option from the Create Button on the Navigation Bar.
Filling in the details of the Purchase Request
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Fill in the Header details as well as Line Item Details for the required Purchase.
In Header, fill in details such as Description of the Purchase Request, Policy under which the Purchase is to be accounted, Location of the request, Cost allocation of the Request, Department for which the Purchase is to be made, Cost Center to which the expanse for the Purchase to be accounted and finally Notes if any.
Regarding the Line Items, Details specific to the Particular Item is to be filled in, such as the Description for the item, Item code, Preferred Vendor, Date by which the requirement is to be filled, Purpose, Quantity and Estimated Price.
Details such as Cost Center and Department can be accounted against the Header or Line Items
Creating Purchase Request
- After filling in the Header details and Line Item details for the Purchase Request, Click on Create Purchase Request button at the bottom right.
Confirming Purchase Request
- After Creating Purchase Request, Confirm the details of the Purchase Request by clicking on the Save & Submit button at the bottom right.
Purchase Request Submitted Successfully
- Upon Successful Creation of the Purchase Request, a pop-up stating the Successful Creation and Submission for Approval will be displayed on the top right of the screen.
Approval Workflow
- After Successful Creation of the Purchase Request, it will be Submitted for Approval based on the Policy which is chosen at the time of Purchase Request creation.
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