You can create, edit and submit draft purchase requests from the My Purchases area in the Invoicing module.
How to create a purchase request
To create a new purchase request, follow the steps below:
1. Go to the Invoicing module and click My Purchases.
2. In the Draft section, click New Request.
3. On the Details tab, enter the details of your purchase request.
Note: If you're creating a recurring purchase request, the amount should cover the total spend to be approved. We also recommend you set an End Date.
4. To attach a file to your purchase request, click the Browse button to upload a file saved on your device, or drag and drop the file into the highlighted area.
5. On the Items tab, enter the item lines as required.
Note: To add a new line, click Add Item +.
6. Click the Save & Submit button to submit your purchase request for approval.
Note:
If you're not ready to submit your purchase request for approval, click the Save button to save it to your Draft section; this will allow you to edit the purchase request again before submitting it.
If required, you can duplicate your purchase requests from the Draft section by clicking the three dots icon and selecting Duplicate from the drop-down.
How to edit a purchase request
You can only edit purchase requests with a 'Draft' status. To edit an existing draft purchase request, follow the steps below:
1. Go to the Invoicing module and click My Purchases.
2. In the Draft section, locate the purchase request you'd like to edit and click the Edit icon next to it, or click the three dots icon and select Edit from the drop-down.
3. Make the desired changes to your purchase request.
4. Click Save to save your changes, or if you're ready to submit your purchase request, click Save & Submit.
How to submit a purchase request
To submit a draft purchase request for approval, follow the steps below:
1. Go to the Invoicing module and click My Purchases.
2. In the Draft section, locate the purchase request you'd like to submit and click the three dots icon and select Submit from the drop-down.
Note:
You can also select Edit from the drop-down to review the purchase request details again and then click Save & Submit.
You can only submit purchase requests on an individual basis.
3. Click Continue to submit the purchase request.
If you need to recall a purchase request that is awaiting approval, you can recall it to your Draft section.