My Purchase Requests

Note: Pending purchase requests are currently view-only. Look for full support in a future release.

Note: Don’t see this yet? Adding and editing purchase requests is in Limited Availability (LA) and rolling out in waves. This is the first feature in the web purchasing workflow. See What’s next for purchase requests for upcoming features. During LA, we’ll use participant feedback to prepare for general availability.

Purchase requests help track product-related expenses for approvers to review. After approval, the request goes to the next reviewer or to the business office for receipting if you're the final reviewer.

Under Expenses, My purchase requests, quickly scan and track the status of your product-related expenses to gain a clear view of what's in progress. Take action as needed to make sure you remain on budget and on time.

Under Expenses, My purchase requests, quickly open, review, and approve or reject requests. To view or add more details, select Work with my purchase requests. Use the search and filter options on the left to locate specific requests.

When you're ready, save a request as a draft or submit it. You can also manually add new requests or upload files to attach to them.

Tip: You can only delete open or rejected requests. Also, deleted requests only appear in filtered results if the transaction was removed after final approval.

To get started, select Work with my purchase requests under My purchase requests. From here, you can easily locate specific requests using search or filters, and sort the list by amount or date.

What’s next for purchase requests?

The ability to add and edit a purchase request in web view is the first step in the web purchasing workflow. Additional functionality, such as sending notifications, approving or rejecting requests, and generating receipts will be available in a future release.

If you only need to add, edit, or delete a purchase request, you can now do this in Financial Edge NXT. To complete the full purchasing workflow, return to WebPortal.