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How to Create a Purchase Request

A purchase request (PR) is the formal way to ask for parts or assets before procurement turns it into an RFQ, PO, or other downstream documents. This guide walks through the create dialog from the list page through submit.

Open the create dialog

In the sidebar, open Procurement → Purchase Requests.
Click + Create (top-right of the main area).

The list shows Code, Name, Description, Status, Priority, Needed By Date, Reviewed At, and Reviewed By. When there are no rows yet, the table shows No Records Found and prompts you to use + Create. Row actions (when rows exist) live under ⋯—for example Edit, Approve, Decline, Delete—depending on your role.

Purchase Requests list with Procurement navigation, empty table, and + Create button — **Procurement** → **Purchase Requests**, then **+ Create**.

The create experience opens as a form with Cancel and Submit at the top. The body has two blocks: General (why and when) and Products (what and how many).

Create Purchase Request form with Cancel and Submit, General and Products sections — Full **Create Purchase Request** view — **Cancel**, **Submit**, **General**, and **Products**.

1. General section

This block defines why the purchase is needed and when it must arrive. Required fields show a red asterisk next to the label in the product UI. Priority may include a clear control (×) next to the dropdown on some builds.

General section: Name with character counter, Priority, Needed By Date, Description — **General** — name, priority, optional needed-by date, optional description.

Attribute	Description	Required?	Limit (typical)
Name *	Short title (for example PR - Compressor Oil 5L). Shown in lists and search.	Yes	Up to 250 characters (counter shown in the field).
Priority *	Urgency (Low, Medium, High, Emergency, or your tenant’s list) so procurement can triage.	Yes	—
Needed by date	Date picker for the deadline items should be on-site.	No	—
Description	Longer context or justification for the purchase.	No	Up to 1000 characters (counter shown in the field).

2. Products section

This block defines what you need and how much. Add one row per catalog line; use New product to append another line. Remove a line with the trash icon at the end of the row when it appears. Quantity and unit (for example 10 and L) are often shown as a single split control.

Products section: New Product, Type Part, Product dropdown, Description, Quantity and unit, trash icon — **Products** — **New product**, line columns, and row delete.

Element	Description
New product	Adds another line to the request table.
Type	Dropdown — choose Part or Asset (or the options your tenant exposes). The choice filters which catalog entries appear under Product.
Product	Searchable dropdown of existing parts or assets, filtered by Type.
Description	Per-line text; may auto-fill from the catalog or stay editable.
Quantity	Numeric amount requested (for example 10).
Unit	Unit of measure beside quantity (for example L for liters) when your catalog supplies units.
Delete row	Trash icon — removes that line from the PR before submit.

Submit

Click Submit (black primary button in the header area) to record the request. Use Cancel to leave without saving when you do not want to keep a draft. After save, the system assigns a Code (for example PR21) and applies your site’s status workflow.