Purchase requests allow you to add on requests for purchasing in the future which will stay as purchase requests until they are converted to be purchase orders.
When you notice that stock or non-stock items need re-ordering, you can create a request for purchasing for these products. This is done using the Purchase Request transaction option from the Purchasing module.
The Purchase Request screen is identical to the purchase order entry screen apart from that you cannot set the Urgent flag on purchase requests. For more information on the screen and the functionality, please refer to enter a purchase order article.
For more information on how to convert purchase requests to purchase orders, please refer to converting purchase requests to orders article which is linked at the end of this article.
Example:
Your IT Department is getting low on laptops, and they need to be ordered in the next month or so. They can create a purchase request for the laptops they need.
To view all your purchase requests follow the steps below:
Click Purchasing then click Transactions.
Click Convert Requests.
Note: The purchase requests are displayed for all suppliers on the grid.
You are able to convert the purchase request into purchase orders which you can then process through the same way as you would any purchase orders.
For more information on how to convert purchase requests to purchase order, please refer to converting purchase requests to orders article.