Creating a Purchase Request (PR)
Creating a Purchase Request
A purchase request is used when something needs to be purchased.
Purchase requests receive a unique PR code.
Creating a request
Open Purchasing and go to Requests.
Click New request.
Fill in the request details:
- title
- priority
- date required
- initials
- notes
- attachments, if needed
Save the request.
Adding items
Open the request and add lines.
You can add:
- Wishlist items
- spare parts from Maintenance inventory
- services
- hospital equipment
- free text lines
Add comments and attachments to lines when they help explain what is needed.
Submitting the request
When the request is ready, submit it for approval.
After submitting, the request is no longer just a draft.