Purchase Requisitions
How to create and track purchase requistions
10 articles
- How to Delete Multiple Draft Requests?This guide will help you delete draft requests in bulk within your account.
- How do you create a request from a quote?Convert a supplier quote into a request by following these steps.
- How do we know that there is an attached PO to a request?Check whether a request has a PO attached: the status shows Order Created and the PO number appears in the header.
- How to Enable & Use Requisition Type?Want to manage your requisitions based on requisition types? You can set up approval workflows based on requisition type.
- Can I upload attachments to an approved document?Upload attachments to an approved request, order, invoice or receipt in ProcureDesk.
- How to add items from a catalog to a Purchase Request?Add items from a catalog to a purchase request to speed up repeat purchases.
- How to create a request from a Punchout Catalog?Punch-out catalogs allow you to browse supplier websites and add items directly to your purchase request without manually entering the data.
- How to enable users to add a new supplier to requests?Allow users to add new suppliers on requests by enabling this feature.
- How to enable Delayed Release on a purchase requestEnable Delayed Release on a purchase request so approval doesn't create an order automatically, then release items partially or over time.
- How to use the Requester Dashboard in ProcureDeskUse the Requester Dashboard to see which of your purchase requests need attention, and switch between the dashboard and the standard list view.