Purchases

In this section, you can learn to track and manage your company's purchases, and associate them with created demands.

Purchase Requests

In order to place and approve a purchase request for any asset, create an appropriate record in the Purchase Request table (purchase_request). You can create a purchase request record for demand. For each purchase request, you can create the required number of purchase request tasks according to your company's workflows.

tip

Roles required:

• Create, edit – admin, purchase_manager
• Read – admin, purchase_manager, purchase_agent

No one can delete purchase request records.

Create a purchase request

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To create a purchase request, follow these steps:

1. Navigate to the Purchase → Purchase Requests.
2. Click New.
3. Fill in the fields and click Save. The request record is saved with the Registered state.
4. Next, the assigned user must start work on it, have it approved and complete.

Purchase Request form fields

Field	Mandatory	Description
Provider	N	Specify the supplier who will fulfill the request.
Contract	N	Specify the contract with the supplier according to which the request will be fulfilled.
Fiscal period	N	Specify the fiscal period.
Amount	N	Enter the request amount.
Currency	N	Select your order currency. The out-of-the-box solution contans: RUB, USD, EUR, CNY, BYN, KZT.
Subject	Y	Specify the subject of the purchase request.
Description	N	Add the necessary information.
Demand	N	Select the demand for which this purchase request is fulfilled.
State	Y	Specify the request state. Available options: Registered Approval Approved In progress Purchase in progress Completed Cancel
Priority	N	Specify the request priority. Available options: Low Moderate High Critical Default value: Moderate.
Assignment group	N	Specify the group that is assigned to process the purchase request.
Assigned user	N	Specify the user who is assigned to process the purchase request.
Work notes	N	Use this field to add information about the purchase request.

note

Each purchase request is assigned with a unique displayable name after the saving of the record. It is generated according to the following template: PRCXXXXXXX Subject. Example: PRC0000032 Replacement of broken equipment.

The Activty Feed widget with the History and Work Notes tabs is available on the form of a saved record.

Related Lists

• Purchase Request Tasks – a list of tasks related to the current purchase request.
• Approvals – a list of approval tickets with their states and names of approvers.