Purchase Requests

A purchase request is a transaction that records a purchase that needs to be made. The request details the item needed and the anticipated price of the item. When the purchase request needs to become a purchase, the request must be converted into a purchase order.

Employees with access to purchase requests can enter requests to purchase items, material or services from vendors.

Before you can enter purchase requests, you must enable the Purchase Requests feature in your account. After you enable the feature, employees with the Employee Center role can enter purchase requests. For more information, see Enabling Purchase Requests and Giving an Employee Access to Purchase Requests.

If you use the Approval Routing feature, a purchase request may require approval before it is converted to a purchase order. For more information, see Approval Routing and Approving a Purchase Request.

Purchase requests are similar to requisitions, however, they serve a different purpose. For information about the difference between requisitions and purchase requests, see Requisitions vs. Purchase Requests.

Note:

You can have Purchase Requests and Requisitions enabled at the same time.

See the following help topics:

• Enabling Purchase Requests

• Entering a Purchase Request

• Approving a Purchase Request

• Creating a Purchase Order From a Purchase Request

• Notifying Supervisors of Purchase Requests

Related Topics

• Requisitions

• Request for Quote

• Purchase Contracts and Blanket Orders

• Purchasing

• Receiving Orders

• Expenses

• Procurement Dashboard

• Purchases Workbooks

• Purchasing and Receiving

General Notices