Before you start
Prerequisites and permissions
Have ready
- An active account and a connection.
Access rules
- Your role and plan must allow this page and the action you want to take. Ask the Owner if access is missing.
Where to find it
Navigation map
- Purchase requests
- Purchasing → Requests
- New purchase request
- Purchasing → Requests → New request
Walkthrough
Step by step
In each picture, the outlined area is what to look at.
- 01
Find the request
Open Purchase requests and check Request lifecycle. Use Find purchase requests and Apply filters to look for an existing request before creating another.
Open Purchase requests and check Request lifecycle.Step 1 · Reviewed 2026-10-14Tap or click to open full size - 02
Prepare the draft
Choose the new-request action and describe the need, work scope and lines. Check quantities and units before saving the draft.
Choose the new-request action and describe the need, work scope and lines.Step 2 · Reviewed 2026-10-14Tap or click to open full size - 03
Submit and review
Open the saved request and choose its available submit or approval action. Review all lines and the reason before confirming; different permissions may apply.
- 04
Check the linked order
Use the offered order workflow for an approved request, then open the linked Purchase Order. Check it separately; saving does not prove supplier delivery.
Troubleshooting
If something does not look right
The action is unavailable.
Read the message on the page. Check your role and plan with the Owner. Reload after an approved access change; do not submit the same change twice.
Keep going