Purchase Request

Purchase Request Management

Requests, RFQs, Purchase Orders, and Route-Based Procurement

Manage internal purchase requests, convert remaining quantities to RFQs, and optionally create purchase requests from selected stock routes.

Key Features

• Create purchase requests with requester, department, company, and request date
• Add product request lines with quantity, unit of measure, and estimated cost
• Generate purchase request numbers on confirmation
• Track ordered and remaining quantities from linked purchase order lines
• Create RFQs from a request or selected request lines
• Append request lines to existing draft purchase orders
• View linked purchase orders from the purchase request smart button
• Enable purchase request creation on selected stock routes

Procurement Route Integration

Enable Create Purchase Requests on a stock route to create purchase requests from buy procurements. Routes without this option continue to use the standard RFQ creation flow.

Purchase Request Workflow

1. Create a purchase request.
2. Add product request lines.
3. Confirm the request to generate its request number.
4. Create an RFQ from remaining quantities.
5. Review linked purchase orders from the request.

Developed by CollabTeam Solutions Co., Ltd.