You can accept purchase requests in the Invoicing module from the Purchase Requests area in Finance.
How to accept a purchase request
To accept an approved purchase request, complete the following steps:
1. Go to Finance > Approved (under the Purchase Requests heading).
2. Click on the purchase request line to expand it.
3. Review the purchase request and select the relevant option available:
Assign Supplier - If a supplier has not yet been assigned to the purchase request, you can assign the supplier. A supplier must be assigned to the purchase request before it can be accepted.
Edit - Make any adjustments to the purchase request before accepting it.
Accept - Accept the purchase request.
Reject - Reject the purchase request to send it back to the user with a comment so they can make any adjustments as required before re-submitting the request.
4. Click Accept to accept the purchase request. The purchase request will now move to the Accepted section of the Purchase Requests area.
How to unaccept a purchase request
If you need to edit an accepted purchase request, you can unaccept it. To unaccept a purchase request, complete the following steps:
1. Go to Finance > Accepted (under the Purchase Requests heading).
2. Click on the purchase request line to expand it.
3. Click Unaccept to return the purchase request to the Approved section of the Purchase Requests area.
4. Click Continue.
