Manage Purchase Requests

Edit a Purchase Request

Here’s how you can edit a purchase request in the Draft status:

• Click Purchase Requests on the left sidebar.
• Open the purchase request that you want to edit.
• Click Edit in the top right corner of the page.
• Make the necessary changes.
• Click Save.

Associate Expenses to a Purchase Request

If you have already procured your goods before creating a purchase request, you can associate the expenses recorded to the purchase request once the purchase request is approved. Here’s how:

• Click Purchase Requests on the left sidebar.
• Open the purchase request which you want to associate with an expense.
• Click the More icon in the Items section.
• Click New Expense from the drop-down.
• Enter the necessary details on the Add Expense page.
• Click Save and Close.

The expense recorded will be associated with the purchase request.

Cancel a Purchase Request

If you want to cancel a purchase request after an approver approves it:

• Click Purchase Requests on the left sidebar.
• Open the purchase request that you want to cancel.
• Click Cancel in the top right corner.
• Provide an appropriate reason for canceling the purchase request and click Confirm in the Cancel Purchase Request pop-up.

Delete a Purchase Request

Here’s how you can delete a purchase request:

• Click Purchase Requests on the left sidebar.
• Open the purchase request in the Draft status that you want to delete.
• Click More in the top right corner of the page.
• Click Delete from the More drop-down.
• Confirm your action by clicking Delete again in the Delete Purchase Request pop-up.