Relyant Documentation — Facilities & Operations Management

Purchase requests (PRs) are the first step in buying something new. You describe what you need, an approver reviews it, and approved items become a purchase order for a supplier. To open it, in the left sidebar, click Purchase Requests under Requests.

How purchase requests flow

You create a purchase request with one or more line items and submit it for approval.
An approver approves or rejects it from the request or from Approvals.
Someone with permission to create purchase orders converts the approved items into a purchase order.
When the ordered goods are received, you mark the request completed.

Purchase request statuses

Status	Meaning
Draft	Saved but not submitted
Submitted	Waiting for approval
Under Review	Being reviewed
Approved	Approved and ready to convert to a purchase order
Partially Approved	Some line items were approved
Rejected	Declined, with a reason
Partially Completed	Some ordered goods have been received
Completed	All ordered goods have been received

Find requests

Use the All and Created by Me tabs at the top of the list. You can also search, filter by status and created date, or click a count in the status row to show one status, such as Submitted or Approved.

Requesters and members can create, edit, and delete their own purchase requests. Approving needs the Owner or Admin role, a custom role with approve permission, or being named as an approver by a workflow. Converting to a purchase order needs permission to create purchase orders.

How-to guides

Create a purchase request

Submit a request for goods.

Review and approve

Approve or reject requests and convert them to purchase orders.