Creating a Purchase Request (PR)
Creating a Purchase Request
A purchase request is used when something needs to be purchased.
Purchase Requestsrequests are identified byreceive a unique code:PR Example:code.
Creating a request
Open PR-V24-0001Purchasing and go to Requests.
Required
Click informationNew request.
Fill in the request details:
Title (short description)titlePriority (urgency)priorityDatedate requiredYourinitialsOptionalnotesOptionalattachments,attachmentsif(photos, documents)needed
RequestsSave startthe asrequest.
Adding items
Open the request and mustadd belines.
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.
Adding
After Itemssubmitting, tothe request is no longer just a Purchase Request
You can add items to a request in several ways:draft.
Wishlist itemsSpare parts(from Maintenance inventory)Services(linked to jobs or assets)Hospital equipmentFree text line(not stored in inventory)
Each line can contain comments and attachments.