Reviewing and Saving SuiteProcurement Purchase Requests
After submitting your order on the trading partner portal, the SuiteApp automatically generates a requisition or purchase request based on your preferences. It then sends the request for approval or automatically approves it, depending on the approval routing settings.
If you want to configure the approval routing settings to keep requests in a Pending Approval state, see Setting Approval Preferences for Purchase Requests.
Currency conversion is not currently supported. The purchase request retains the requisition's currency.
Requisitions
If your requisition is approved and still in Pending Order status, you can convert the requisition into a purchase request.
To use the Requisitions feature, ensure that Advanced Procurement is provisioned in your account.
If you want to want to add an item to an existing purchase requisition, see Adding Items to an Existing SuiteProcurement Purchase Request or Requisition
When working with a requisition, note the following points:
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Partial/Bulk Orders– These are permitted only if your vendor supports them.
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Vendor consistency– Ensure the vendor on the requisition matches the one in your shopping cart.
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Pricing and contracts– Purchase contracts don't apply to requisitions. Cart prices may override contract prices.
To convert a requisition with a single order:
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Go to the requisition you want to convert.
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To view a requisition, click View.
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On the Requisitions page, click Create Purchase Order.
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On the Order Requisitions page, select all the items.
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Click Submit.
To convert requisitions with bulk orders, see Ordering Requisitions in Bulk.
Purchase Requests
Ensure to review order details before saving your purchase request. If you want to add an item to an existing purchase request, see Adding Items to an Existing SuiteProcurement Purchase Request or Requisition.
You should not customize the purchase order form and use the custom form included with the SuiteApp. Any customizations made will be ineffective, and you won’t be able to use the form.
A SuiteProcurement purchase request contains the following information:
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Items– View the purchased items.
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Expenses– Review additional costs such as discounts and handling charges.
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Billing– Access vendor details such as address and email. By default, primary billing address is selected.
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SuiteProcurement Transactions– Provides transaction, shipping, and purchase order acknowledgment details.
Shipping– Displays shipping address (employee’s primary address) and receiver name. You can edit shipping details.
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SuiteProcurement Transaction– When this box is checked, indicates generation of a purchase request by the SuiteProcurement SuiteApp.
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Submitted to Trading Partner– When this box is checked, confirms successful submission of your purchase request to the trading partner.
Adding Items to an Existing SuiteProcurement Purchase Request or Requisition
If a purchase request is pending approval and your trading partner supports these following actions, you can:
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Add new items.
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Modify item quantities.
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Copy the purchase request or requisition.
If you are procuring items from Amazon, you shouldn't re-punchout or modify a purchase order.
You can't edit a purchase request that's already approved and sent to the trading partner for order fulfillment. For more information, see Submitting Purchase Requests to Trading Partners.
To add items to a SuiteProcurement purchase request or requisition:
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Go to the requisition or purchase request.
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Click Edit or View.
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Click the Items subtab.
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Click Go to Trading Partner Website. This button is available only if purchase requests or requisitions are pending approval.
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Select the items and add to cart.
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Submit the order.