Purchases
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
| 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:
|
| Priority | N | Specify the request priority. Available options:
|
| 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. |
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:
- Navigate to the Purchase Requests (purchase_request) table.
- Click New.
- Fill in the fields and click Save. The request record is saved with the Registered state.
- Next, the assigned user must start work on it, have it approved and complete.