Requests

Requests, also known as Purchase Requests, are submissions for items that require procurement. This can include parts 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

1

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 new Request is submitted by a non-buyer user.

2

Assign Request

New requests are triaged and a buyer is assigned to a request.

3

Gather Quotes

Buyers gather quotes by sending an RFQ or uploading quotes/order confirmations.

4

Review Quotes

Buyers review available quotes and make selections

5

Complete Request

Buyers convert quotes into one or more Orders and mark the request as Complete.