Requests
Creating a Request
Step-by-step walkthrough of the request creation form
- Navigate to Requests.
- Click + Create.
Request Form Fields
| Field | Required | Description |
|---|---|---|
| Counter | ✓ | Request counter series (determines request numbering) |
| Approval Line | ✓ | The approval workflow for this request |
| Procurement | ✓ | Type of procurement (required field) |
| Price without VAT | Estimated amount before VAT | |
| Total | Estimated total amount | |
| Contract | Link to an existing contract (if applicable) | |
| Supplier | ✓ | Preferred or required supplier |
| Request | ✓ | Detailed description of what is being requested |
| Reason | ✓ | Justification and business reason for the request |
| Attachments | Supporting documents (quotes, specifications) |
Saving and Submitting
Click Save to save the request and enter the approval workflow.
Once submitted, the request number is assigned from the configured counter series and the first approver is notified.