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User Guide

Requestor

This section is for employees who need to request goods or services.

  • Open Purchase Request list.
  • Click New to create a new purchase request.
  • Enter necessary fields in the General group.
  • Enter details of the purchase request in the lines section.

Purchaser

  • Fill purchasing information based on request, add the Type, No., and update the Direct Unit Cost.
  • Enter a Vendor in the Specific Vendor No.
  • If using Approvals, click on Actions>>Request Approval>>Send Approval Request. This will trigger the Purchase Request Approval workflow and change the Status to Pending Approval. Once approved, the status will change to Released

Note: If not using Approvals, click on Actions>>Release>>Release

  • Once the order is Released, the request is ready to be converted to a Purchase Order. The purchaser will click on the Make Order action and follow the prompts to create the order.
  • A notification will pop up to signify that the request has been converted.
  • Once the request has been fully converted, the Status will change to Closed

Document access Control

You can enable **Visibility Control** in Purchase Request Setup to restrict document access to authorized users.

When enabled:

- Users can only view requests they created, are the requestor of, are assigned as the purchaser for, or are part of the approval chain.

- Designate **Purchase Request Admins** in User Setup for users who need full access (e.g., managers, accountants, auditors)

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