Purchase Request form is configured using Crow Canyon NITRO forms as shown below. Form can be changed from the NITRO Forms designer. Adding new columns to the list and to the form can be done from the designer and form layout can be changed as well. Below columns are used in the Purchase Request approval and other processes, these columns shouldn’t be updated/removed without consulting Crow Canyon.
Columns:
•Short Description
•Status
•Type of Purchase
•Department
•Purchase Agent
•Submitted For
•Line Items
•Total Cost
•Approval Level
•Level
•Approved Date
•Purchase Quantity
•Purchase Order
•Approval Tasks
•Purchase Request #
•Reason for Purchase
•Reason for Cancellation
Refer NITRO forms section in this article for instructions to configure NITRO forms.
Short Description: Provide short description for the Purchase Request
Priority: Specify the priority of this Purchase Request
Status: Shows the current status of the Purchase Request
Type of Purchase: Specify the Type of Purchase
Department: Specify which department is going to purchase the items
Reason for Purchase: Specify reason for this Purchase Request
Submitted For: Will be auto filled with logged in username, can be changed if required
Purchase Agent: Specify the Purchase Agent who will handle the Purchase Order
Line Items:
To submit the Purchase Request, user need to specify at least one line item. Line items can only be added from the Purchase Request form. Line Items are not allowed to be created directly from the “Purchase Items” list.
Once the Purchase Request is submitted, Line Items are made read-only. This is done to prevent changing the total amount and other aspects of line items during or after the approval process.
