Reviewing and Saving SuiteProcurement Purchase Requests
Ensure to review your order details before you save a purchase request.
If you want to add an item to an existing purchase request, see Adding Items to an Existing SuiteProcurement Purchase Request.
You should not customize the purchase order form and use the custom form included with the SuiteApp. Any customizations made will be ineffective, and you won’t be able to use the form.
A SuiteProcurement purchase request contains the following information:
-
Items – View the purchased items.
-
Expenses – Review additional costs such as discounts and handling charges.
-
Billing – Access vendor details such as address and email. By default, primary billing address is selected.
-
SuiteProcurement Transactions – Provides transaction, shipping, and purchase order acknowledgment details.
Shipping – Displays shipping address (employee’s primary address) and receiver name. You can edit shipping details.
-
SuiteProcurement Transaction – When this box is checked, indicates generation of a purchase request by the SuiteProcurement SuiteApp.
-
Submitted to Trading Partner – When this box is checked,confirms successful submission to the trading partner.
Adding Items to an Existing SuiteProcurement Purchase Request
If a purchase request is pending approval and your trading partner supports these following actions, you can:
-
Add new items.
-
Modify item quantities.
-
Copy the purchase request.
You cannot edit a purchase request that is already approved and sent to the trading partner for order fulfillment. For more information, see Submitting Purchase Requests to Trading Partners.
To add items to a SuiteProcurement purchase request:
-
Go to the requisition or purchase request.
-
Click Edit or View.
-
Click the Items subtab.
-
Click Go to Trading Partner Website. This button is available only if purchase requests or requisitions are pending approval.
-
Select the items and add to cart.
-
Submit the order.