Purchase Request Tasks

To manage and visualize the progress of work related to purchase requests, create Purchase Request Tasks (purchase_request_task) and assign them to members of assigned groups.

tip

Roles required:

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

No one can delete purchase request task records.

Create a purchase request task

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To create a purchase request task, follow these steps:

1. Navigate to the Purchase → Purchase Request Tasks.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Purchase Request Task form fields

Field	Mandatory	Description
Purchase request	Y	Specify the purchase request for which the task is being created.
Subject	Y	Specify the subject of the task.
Description	N	Add a task description.
State	Y	Specify the task state. Available options: Registered Pending approval Approved In progress Completed Canceled
Priority	N	Specify the request task priority. Available options: Low Moderate High Critical Default value: Moderate.
Assignment group	N	Specify the group that is assigned to process the purchase request task.
Assigned user	N	Specify the user who is assigned to process the purchase request task.
Work notes	N	Use this field to add information about the purchase request task.

note

Each purchase request task is assigned with a unique displayable name after the saving of the record. It is generated according to the following template: PTSKXXXXXXX Subject. Example: PTSK0000032 Acquire replacement equipment.

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

Related Lists

Approvals – a list of approval tickets with their states and names of approvers.