Requests
Requests, also known as Purchase Requests, are submissions for items that require procurement. This can include both direct and indirect items.
Navigating Requests
The Requests page shows a list of all Requests across your organization. Requests are organized into tabs:
Open – all open requests
Unassigned – open requests without a buyer assigned
Completed – requests marked as complete
Cancelled – requests marked as cancelled
All – all requests, regardless of status
Requests Workflow overview
Create Request
A requester submits a new request, or a buyer submits a request on behalf of a requester. Buyers receive an email notification when a non-buyer user submits a new Request.
Assign Request
New requests are triaged, and a buyer is assigned to a request.
Gather Quotes
Buyers gather quotes by sending an RFQ or uploading quotes/order confirmations.
Review Quotes
Buyers review available quotes and make selections
Complete Request
Buyers convert quotes into one or more Orders and mark the request as Complete.
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