Create a purchase request for approval
Describe the need, save a correct draft and follow its internal review into procurement intake.
Open lesson →About this path
Read the purchase-request guide as reference first, then use the final case to revise the same editable request. Preserve original lines and verify changes, estimate and state; do not create, submit/resubmit or approve from the reference lesson.
What you’ll learn
Department requesters and purchasing or Finance reviewers
- The same request reference retains the agreed revision, original requirements and intended state, with the owner able to understand the amount and delivery effects.
Lessons in this path
Revise a purchase request without duplicating it
Change an eligible purchase-request draft while preserving its original items, identity and intended review state.
Open lesson →The lesson ends. The better workflow stays.
Open Workroomly beside the lesson, build one connected motion, and leave the business running better than you found it.