Overview
A Purchase Request (PR) is an internal document raised by any team member to request the procurement of goods or services. PRs go through an approval workflow before becoming Purchase Orders.ภาษาไทย
ภาษาไทย
ใบขอซื้อ (PR) คือเอกสารภายในที่ทีมงานสร้างขึ้นเพื่อขออนุมัติการจัดซื้อ PR จะผ่านกระบวนการอนุมัติก่อนแปลงเป็นใบสั่งซื้อ
PR Lifecycle
Creating a PR
- Go to Purchase Requests → New PR
- Select a Job Control (optional)
- Select preferred vendor
- Add line items — each line has:
- Product (existing SKU) or free-text description
- Quantity and unit of measure
- Estimated unit price
- Add notes if needed
- Click Submit to send for approval
Statuses
| Status | Meaning |
|---|---|
| Draft | Saved but not yet submitted |
| Submitted | Awaiting approval |
| Approved | Ready to convert to PO |
| Rejected | Denied by approver |
| Returned | Sent back for revision |
| PO Created | Purchase Order has been generated |