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Version: 1.22.3


In this section, you can 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.

Purchase Request form fields

ProviderNSpecify the supplier who will fulfill the request.
ContractNSpecify the contract with the supplier according to which the request will be fulfilled.
Fiscal periodNSpecify the fiscal period.
AmountNEnter the request amount.
CurrencyNSelect your order currency. The out-of-the-box solution contans: RUB, USD, EUR, CNY, BYN, KZT.
SubjectYSpecify the subject of the purchase request.
DescriptionNAdd the necessary information.
DemandNSelect the demand for which this purchase request is fulfilled.
StateYSpecify the request state. Available options:
  • Registered
  • Pending approval
  • Approved
  • In progress
  • Purchase in progress
  • Completed
  • Cancel
PriorityNSpecify the request priority. Available options:
  • Low
  • Moderate
  • High
  • Critical
Default value: Moderate.
Assignment groupNSpecify the group that is assigned to process the purchase request.
Assigned userNSpecify the user who is assigned to process the purchase request.
Work notesNUse this field to add information about the purchase request.

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.

Create a purchase request

To create a purchase request, follow these steps:

  1. Navigate to the Purchase Requests (purchase_request) table.
  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.