Skip to main content
Creating a Purchase Request
James Gold avatar
Written by James Gold
Updated over a week ago

OVERVIEW

  • How to create a Purchase Request


PR Creation

  • Select the 'Create Purchase Request' button in the bottom right corner

  • Click the tick box of the costs to include on the Purchase request


Populating the PR

Request Details

  • The Purchase Requisitioner can now complete the PR details

  • Select the Budget Holder and Buyer approvers

  • Enter the Description, Expected Receipt date and Scope of Work

Costs

  • Select the Receipt type for your cost(s) either Quantity or Value based

    • If Value type is selected enter the cost/unit for the cost.

    • If Quantity type is selected enter the quantity for the cost.

  • Select add additional costs if further costs need to be included onto the PR.

Suppliers

  • Select the Procurement mode

    • Single Source

    • Single Source Justification (SSJ)

    • Competitive Tender (RFQ)

Notes

  • Enter any notes that need to be viewed by the Budget holder and/or Buyer


SSJ Form

  • If you select the SSJ Procurement mode you will need to complete the SSJ Form, which will create an additional approval flow.

  • Select Create SSJ Form

  • Complete the fields then assign a DOA SSJ Approver


Submit for approval

  • Once all details have been completed you can submit for approval


Did this answer your question?