Requests
Requests Overview
All-requests and Approvals tabs for internal purchase and service requests
Requests are internal purchase or service requests that must be approved before a formal order is placed with a supplier. They provide a pre-approval step before spending is committed.
Navigate to Requests to access the requests module.
Request List Tabs
All Requests
Shows every request you have access to:
| Column | Description |
|---|---|
| Request Number | Auto-generated counter-series number |
| Subject | Short description |
| Requester | User who created the request |
| Created | Creation date |
| Amount | Estimated total amount |
| State | Current state |
Approvals
Shows requests currently awaiting your approval action.
Request States
| State | Description |
|---|---|
| Draft | Created but not submitted |
| Pending Approval | In the approval workflow |
| Approved | All approval steps completed |
| Rejected | Rejected by an approver |
| Converted to Order | A purchase order has been created from this request |
| Closed | Fulfilled or cancelled |
Typical Workflow
Employee creates Request → Manager approves → Finance approves → Order created → Supplier delivers → Invoice received