Purchase request layout

You can use the Purchase Request layout form to design purchase requests that are specific to your company's needs. Since this report form may be routed for review and approval internally, the layout should clearly communicate your purchasing needs. You are able to select the prefix and starting Purchase Request number, Grid style, and Date format. These settings determine the numbering sequence of created Purchase requests and the basic style of the report.

To access and modify the Purchase request layout:

1. Go to Administration > Application Settings > Purchases > Purchase request layout.

2. A series of data inclusion options are available:

   • Include customer:project information on purchase request

   • Include description on purchase request

   • Include signature line on purchase request

   • Show the approval history

3. The Header or Footer of the Purchase Request may display purchase request notes and the customer purchase request notes. You can also add additional notes.

4. Select Columns to display for each request item on the purchase request. Move items from the Available list and move them to the Selected list.

5. Choose the Adobe Acrobat PDF settings you would like to use in your environment. We recommend that you test a printout of a sample Purchase Request when the PDF settings are in place to ensure the page layout and margins are set correctly.

6. Click Save.