Procurement
Request and order a purchase
Follow purchase requests, approvals, and purchase orders.
Before you begin
Prepare the requested items and supporting purchase details. Check the appropriate approval workflow before submitting.
Request and order a purchase
Open Procurement and create or select a purchase request.
Enter the requested items and supporting details.
Submit the request and follow it through the approval workflow.
Review the associated purchase order and its detail record when available.
Key concepts & fields
| Concept | What to know |
|---|---|
| Purchase request | The request for goods or services, including its items and supporting details. |
| Approval | The review of the request. Check the current state before assuming purchasing can proceed. |
| Purchase order | The order record associated with the purchase workflow. A request alone does not confirm an order or stock receipt. |
Troubleshooting
The form cannot proceed
Review the required fields in the current step and the item details before moving to the next step.
An approved request has no stock receipt
Inspect the purchase order and receiving workflow separately; approval is not evidence that goods arrived.