Creating a Purchase Request
Create, complete and submit a PR; approvals, rejections and restarts
The system allows for duplicate reference numbers as the default configuration. This typically happens if a user creates two purchases in draft form at the ...
Fri, 12 Jun, 2020 at 12:37 PM
The Clone function can be used on TenderBoard to duplicate an existing Purchase Request (PR) form with all the information copied over to a new PR you would...
Sat, 7 Nov, 2026 at 5:44 PM
We understand that when you're creating a purchase request, it could sometimes be a hassle to key in your line items manually - especially when there ar...
Sat, 7 Nov, 2026 at 11:10 PM
If you have not yet completed (or started) sourcing for a quotation, but have decided that you no longer require the item or have changed your requirements ...
Tue, 28 Sep, 2021 at 10:38 PM
The 'Option' field is a Line Item System field in TenderBoard that can be activated for your organisation. It is used to indicate line items that yo...
Sun, 9 Jan, 2022 at 10:21 PM
If you've created a Purchase Request, but realise that you have made some errors, you may wish to use the Restart functionality to make the changes. Ten...
Wed, 9 Feb, 2022 at 12:59 AM
TenderBoard's Amend function allows you to update your purchase attachments for a deal that is currently Open, or re-open a deal that is currently Pendi...
Mon, 21 Mar, 2022 at 11:39 AM
If your Organisation has activated the Purchase Notes capability, an option labelled 'Notes' will appear on the Manage Deal page for your Purchase R...
Mon, 25 Jul, 2022 at 11:05 PM
The Line Item Allocation System field is an add-on setting and must be activated before it can be used Many organisations have a requirement to purchase...
Tue, 21 Feb, 2023 at 5:01 PM
The purchase requisition process is initiated when a company needs to make a purchase. Generally, the buyer will submit a purchase request (PR) for a sp...
Mon, 24 Apr, 2023 at 1:31 PM