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Purchase request (coming soon)

Within ControlOffice, users can submit part requests for purchasing purposes. This allows an employee to indicate that a part is required.

Creating a ourchase request

A purchase request can be created from three locations:

  1. From the "Purchase Requests" menu
  2. From a work order, "Parts" tab
  3. From an object, "Bill of Materials" tab

In all three locations, the following two buttons are available:

Button Function
Request a text-based part
Request a database part

A database part is a part that already exists in the database. A text-based part is intended for a one-time purchase, such as an item that does not need to be kept in stock, a service, etc.

The following fields are available for a purchase request:

Field Description
Requester The employee submitting the request
Request date The date on which the request is/was submitted
Description Only available for a text-based part request. Enter the part you want to request here.
Desired quantity Specify how many you need
Destination

As with a purchase order, there are three possible destinations:

  1. Work order; select a work order as the destination (if the request is started from a work order, that work order is automatically selected as the destination)
  2. Object; select an object as the destination
  3. Stock; the part will be added to stoc
Purchase order

After converting the request into a purchase order, the purchase order number will be shown here
Ordered

Displays the quantity that has been ordered

Fill in the fields and click the Save button to confirm.

Processing purchase requests

A purchase request can be processed/converted into a purchase order from the "Purchase Requests" menu. There are two options:

  1. Select the desired row(s) and click the shopping cart icon.
  2. Open the row, make any necessary changes on the detail card, and then click the shopping cart icon in the top-right corner.

Just like with the purchase advice, ControlOffice will ask whether you want to add the request to an existing purchase order or create a new purchase order.